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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 | $31,016 | $106,008-70.7% | $92,240-66.4% | $147,586-79.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 86.32% | 50.05%+36.3pp | 176.29%-90.0pp | 578.59%-492.3pp |
| Employer contribution / active EE | $2,605 | $4,333-39.9% | $3,680-29.2% | $4,876-46.6% |
| Participant deferral / active EE | $5,471 | $4,478+22.2% | $3,897+40.4% | $5,439+0.6% |
| Admin fee / account holder | $426 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |