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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 | $12,312 | $96,691-87.3% | $86,656-85.8% | $139,487-91.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.88% | 106.87%-84.0pp | 593.09%-570.2pp | 373.84%-351.0pp |
| Employer contribution / active EE | $2,660 | $3,267-18.6% | $3,025-12.1% | $4,755-44.1% |
| Participant deferral / active EE | $3,221 | $4,838-33.4% | $4,439-27.4% | $6,713-52.0% |
| Admin fee / account holder | $345 | $6,414-94.6% | $5,619-93.9% | $11,407-97.0% |