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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 | $26,330 | $106,008-75.2% | $92,240-71.5% | $147,586-82.2% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 12.13% | 50.05%-37.9pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $3,246 | $4,333-25.1% | $3,680-11.8% | $4,876-33.4% |
| Participant deferral / active EE | $1,181 | $4,478-73.6% | $3,897-69.7% | $5,439-78.3% |
| Admin fee / account holder | $2,057 | $6,333-67.5% | $5,194-60.4% | $10,886-81.1% |