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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 | $82,167 | $106,008-22.5% | $92,240-10.9% | $147,586-44.3% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 21.38% | 50.05%-28.7pp | 176.29%-154.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,701 | $4,333-37.7% | $3,680-26.6% | $4,876-44.6% |
| Participant deferral / active EE | $5,880 | $4,478+31.3% | $3,897+50.9% | $5,439+8.1% |
| Admin fee / account holder | $429 | $6,333-93.2% | $5,194-91.7% | $10,886-96.1% |