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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 | $90,614-67.4% | $76,089-61.2% | $145,877-79.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.1%+2.3pp | 80.3%-8.9pp |
| Annual return | 103.13% | 623.80%-520.7pp | 360.94%-257.8pp | 551.28%-448.2pp |
| Employer contribution / active EE | $4,616 | $3,324+38.9% | $2,690+71.6% | $4,663-1.0% |
| Participant deferral / active EE | $7,323 | $5,168+41.7% | $4,259+71.9% | $6,691+9.4% |
| Admin fee / account holder | $1,604 | $8,376-80.8% | $6,418-75.0% | $13,402-88.0% |