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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 | $17,150 | $102,595-83.3% | $94,057-81.8% | $154,746-88.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 44.51% | 583.42%-538.9pp | 480.62%-436.1pp | 172.34%-127.8pp |
| Employer contribution / active EE | $2,876 | $3,147-8.6% | $2,933-1.9% | $4,379-34.3% |
| Participant deferral / active EE | $11,339 | $5,118+121.5% | $4,709+140.8% | $6,730+68.5% |
| Admin fee / account holder | $575 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |