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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 | $85,382 | $96,643-11.7% | $86,617-1.4% | $139,456-38.8% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 14.83% | 106.57%-91.7pp | 591.91%-577.1pp | 373.45%-358.6pp |
| Employer contribution / active EE | $3,146 | $3,264-3.6% | $3,023+4.1% | $4,753-33.8% |
| Participant deferral / active EE | $10,963 | $4,835+126.7% | $4,437+147.1% | $6,711+63.3% |
| Admin fee / account holder | $5,382 | $6,406-16.0% | $5,613-4.1% | $11,407-52.8% |