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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 | $84,757 | $96,643-12.3% | $86,617-2.1% | $139,456-39.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 27.64% | 106.57%-78.9pp | 591.91%-564.3pp | 373.45%-345.8pp |
| Employer contribution / active EE | $21,430 | $3,264+556.5% | $3,023+608.8% | $4,753+350.9% |
| Participant deferral / active EE | $9,667 | $4,835+99.9% | $4,437+117.9% | $6,711+44.0% |
| Admin fee / account holder | $1,207 | $6,406-81.2% | $5,613-78.5% | $11,407-89.4% |