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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 | $17,721 | $106,008-83.3% | $92,240-80.8% | $147,586-88.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.41% | 50.05%-31.6pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,155 | $4,333-73.4% | $3,680-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $6,358 | $4,478+42.0% | $3,897+63.1% | $5,439+16.9% |
| Admin fee / account holder | $721 | $6,333-88.6% | $5,194-86.1% | $10,886-93.4% |