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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 | $39,241 | $106,008-63.0% | $92,240-57.5% | $147,586-73.4% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 13.60% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $9,236 | $4,333+113.1% | $3,680+151.0% | $4,876+89.4% |
| Participant deferral / active EE | $5,529 | $4,478+23.5% | $3,897+41.9% | $5,439+1.7% |
| Admin fee / account holder | $30,002 | $6,333+373.7% | $5,194+477.6% | $10,886+175.6% |