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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 | $23,929 | $106,008-77.4% | $92,240-74.1% | $147,586-83.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 9.73% | 50.05%-40.3pp | 176.29%-166.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $6,920 | $4,333+59.7% | $3,680+88.1% | $4,876+41.9% |
| Participant deferral / active EE | $5,191 | $4,478+15.9% | $3,897+33.2% | $5,439-4.6% |
| Admin fee / account holder | $9,298 | $6,333+46.8% | $5,194+79.0% | $10,886-14.6% |