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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 | $48,105 | $106,001-54.6% | $92,235-47.8% | $147,585-67.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 14.98% | 50.05%-35.1pp | 176.28%-161.3pp | 578.56%-563.6pp |
| Employer contribution / active EE | $9,265 | $4,333+113.8% | $3,679+151.8% | $4,876+90.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,529 | $6,332+18.9% | $5,194+45.0% | $10,885-30.8% |