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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 | $64,340 | $96,691-33.5% | $86,656-25.8% | $139,487-53.9% |
| Participation rate | 91.7% | 74.4%+17.2pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 16.00% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,557 | $3,267+8.9% | $3,025+17.6% | $4,755-25.2% |
| Participant deferral / active EE | $1,818 | $4,838-62.4% | $4,439-59.1% | $6,713-72.9% |
| Admin fee / account holder | $11,470 | $6,414+78.8% | $5,619+104.1% | $11,407+0.5% |