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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 | $49,693 | $96,678-48.6% | $86,640-42.6% | $139,466-64.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.31% | 106.69%-92.4pp | 592.52%-578.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $3,401 | $3,265+4.2% | $3,024+12.5% | $4,754-28.5% |
| Participant deferral / active EE | $4,879 | $4,837+0.9% | $4,438+9.9% | $6,712-27.3% |
| Admin fee / account holder | $16,562 | $6,410+158.4% | $5,616+194.9% | $11,409+45.2% |