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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 | $81,873 | $106,001-22.8% | $92,235-11.2% | $147,585-44.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 13.22% | 50.05%-36.8pp | 176.28%-163.1pp | 578.56%-565.3pp |
| Employer contribution / active EE | $10,866 | $4,333+150.8% | $3,679+195.3% | $4,876+122.8% |
| Participant deferral / active EE | $7,060 | $4,478+57.7% | $3,897+81.2% | $5,439+29.8% |
| Admin fee / account holder | $588 | $6,332-90.7% | $5,194-88.7% | $10,885-94.6% |