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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 | $62,543 | $96,691-35.3% | $86,656-27.8% | $139,487-55.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 14.13% | 106.87%-92.7pp | 593.09%-579.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,758 | $3,267+15.0% | $3,025+24.2% | $4,755-21.0% |
| Participant deferral / active EE | $5,034 | $4,838+4.0% | $4,439+13.4% | $6,713-25.0% |
| Admin fee / account holder | $813 | $6,414-87.3% | $5,619-85.5% | $11,407-92.9% |