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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 | $39,751 | $106,003-62.5% | $92,236-56.9% | $147,585-73.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 13.76% | 50.05%-36.3pp | 176.29%-162.5pp | 578.57%-564.8pp |
| Employer contribution / active EE | $3,134 | $4,333-27.7% | $3,679-14.8% | $4,876-35.7% |
| Participant deferral / active EE | $6,824 | $4,478+52.4% | $3,897+75.1% | $5,439+25.5% |
| Admin fee / account holder | $555 | $6,333-91.2% | $5,194-89.3% | $10,885-94.9% |