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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 | $95,136 | $106,008-10.3% | $92,240+3.1% | $147,586-35.5% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 13.02% | 50.05%-37.0pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,295 | $4,333-70.1% | $3,680-64.8% | $4,876-73.4% |
| Participant deferral / active EE | $1,463 | $4,478-67.3% | $3,897-62.5% | $5,439-73.1% |
| Admin fee / account holder | $4,017 | $6,333-36.6% | $5,194-22.7% | $10,886-63.1% |