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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,909 | $106,003-60.5% | $92,236-54.6% | $147,585-71.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.94% | 50.05%-31.1pp | 176.29%-157.4pp | 578.57%-559.6pp |
| Employer contribution / active EE | $2,277 | $4,333-47.4% | $3,679-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,437 | $4,478+43.7% | $3,897+65.2% | $5,439+18.4% |
| Admin fee / account holder | $1,155 | $6,333-81.8% | $5,194-77.8% | $10,885-89.4% |