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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 | $25,244 | $96,691-73.9% | $86,656-70.9% | $139,487-81.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 39.40% | 106.87%-67.5pp | 593.09%-553.7pp | 373.84%-334.4pp |
| Employer contribution / active EE | $1,768 | $3,267-45.9% | $3,025-41.6% | $4,755-62.8% |
| Participant deferral / active EE | $6,749 | $4,838+39.5% | $4,439+52.0% | $6,713+0.5% |
| Admin fee / account holder | $1,209 | $6,414-81.1% | $5,619-78.5% | $11,407-89.4% |