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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 | $69,422 | $106,008-34.5% | $92,240-24.7% | $147,586-53.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 15.40% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $11,578 | $4,333+167.2% | $3,680+214.7% | $4,876+137.4% |
| Participant deferral / active EE | $2,725 | $4,478-39.1% | $3,897-30.1% | $5,439-49.9% |
| Admin fee / account holder | $5,104 | $6,333-19.4% | $5,194-1.7% | $10,886-53.1% |