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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 | $59,832 | $106,008-43.6% | $92,240-35.1% | $147,586-59.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,755 | $4,333-36.4% | $3,680-25.1% | $4,876-43.5% |
| Participant deferral / active EE | $9,588 | $4,478+114.1% | $3,897+146.0% | $5,439+76.3% |
| Admin fee / account holder | $2,805 | $6,333-55.7% | $5,194-46.0% | $10,886-74.2% |