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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 | $20,796 | $96,678-78.5% | $86,640-76.0% | $139,466-85.1% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 22.71% | 106.69%-84.0pp | 592.52%-569.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $2,799 | $3,265-14.3% | $3,024-7.4% | $4,754-41.1% |
| Participant deferral / active EE | $6,973 | $4,837+44.2% | $4,438+57.1% | $6,712+3.9% |
| Admin fee / account holder | $848 | $6,410-86.8% | $5,616-84.9% | $11,409-92.6% |