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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 | $68,366 | $96,678-29.3% | $86,640-21.1% | $139,466-51.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 12.42% | 106.69%-94.3pp | 592.52%-580.1pp | 373.66%-361.2pp |
| Employer contribution / active EE | $3,557 | $3,265+8.9% | $3,024+17.6% | $4,754-25.2% |
| Participant deferral / active EE | $8,457 | $4,837+74.9% | $4,438+90.5% | $6,712+26.0% |
| Admin fee / account holder | $328 | $6,410-94.9% | $5,616-94.2% | $11,409-97.1% |