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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 | $86,027 | $106,008-18.8% | $92,240-6.7% | $147,586-41.7% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 14.32% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,895 | $4,333+13.0% | $3,680+33.0% | $4,876+0.4% |
| Participant deferral / active EE | $4,129 | $4,478-7.8% | $3,897+6.0% | $5,439-24.1% |
| Admin fee / account holder | $10,310 | $6,333+62.8% | $5,194+98.5% | $10,886-5.3% |