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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 | $96,678-11.7% | $86,640-1.5% | $139,466-38.8% |
| Participation rate | 86.4% | 74.4%+11.9pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 14.83% | 106.69%-91.9pp | 592.52%-577.7pp | 373.66%-358.8pp |
| Employer contribution / active EE | $3,146 | $3,265-3.6% | $3,024+4.0% | $4,754-33.8% |
| Participant deferral / active EE | $10,963 | $4,837+126.7% | $4,438+147.0% | $6,712+63.3% |
| Admin fee / account holder | $5,382 | $6,410-16.0% | $5,616-4.2% | $11,409-52.8% |