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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 | $30,837 | $102,385-69.9% | $147,080-79.0% | $80,935-61.9% |
| Participation rate | 73.9% | 75.9%-2.0pp | 82.2%-8.3pp | 67.7%+6.2pp |
| Annual return | 97.77% | 135.09%-37.3pp | 420.17%-322.4pp | 35.66%+62.1pp |
| Employer contribution / active EE | $4,493 | $3,717+20.9% | $4,933-8.9% | $2,757+63.0% |
| Participant deferral / active EE | $10,089 | $6,651+51.7% | $8,066+25.1% | $4,299+134.7% |
| Admin fee / account holder | $2,359 | $7,951-70.3% | $12,989-81.8% | $6,924-65.9% |