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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 | $83,051 | $106,008-21.7% | $92,240-10.0% | $147,586-43.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 15.19% | 50.05%-34.9pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $15,710 | $4,333+262.5% | $3,680+326.9% | $4,876+222.2% |
| Participant deferral / active EE | $1,138 | $4,478-74.6% | $3,897-70.8% | $5,439-79.1% |
| Admin fee / account holder | $31,540 | $6,333+398.0% | $5,194+507.2% | $10,886+189.7% |