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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 | $30,127 | $201,259-85.0% | $184,200-83.6% | $145,959-79.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 106.87% | 28.98%+77.9pp | 28.80%+78.1pp | 561.95%-455.1pp |
| Employer contribution / active EE | $3,997 | $7,018-43.0% | $6,424-37.8% | $4,661-14.2% |
| Participant deferral / active EE | $7,311 | $9,806-25.4% | $9,132-19.9% | $6,689+9.3% |
| Admin fee / account holder | $2,649 | $16,372-83.8% | $13,907-80.9% | $13,398-80.2% |