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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 | $29,525 | $90,530-67.4% | $76,030-61.2% | $145,897-79.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 103.13% | 625.08%-522.0pp | 361.54%-258.4pp | 552.29%-449.2pp |
| Employer contribution / active EE | $4,616 | $3,319+39.1% | $2,688+71.7% | $4,663-1.0% |
| Participant deferral / active EE | $7,323 | $5,164+41.8% | $4,257+72.0% | $6,689+9.5% |
| Admin fee / account holder | $1,604 | $8,383-80.9% | $6,421-75.0% | $13,390-88.0% |