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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 | $62,948 | $114,073-44.8% | $96,161-34.5% | $167,518-62.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 13.56% | 189.95%-176.4pp | 192.01%-178.4pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,680 | $3,428-21.8% | $2,798-4.2% | $4,838-44.6% |
| Participant deferral / active EE | $6,234 | $5,195+20.0% | $4,349+43.3% | $6,342-1.7% |
| Admin fee / account holder | $5,572 | $6,899-19.2% | $5,538+0.6% | $12,312-54.7% |