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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 | $71,519 | $102,382-30.1% | $147,005-51.3% | $80,874-11.6% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.2%+6.3pp | 67.6%+20.9pp |
| Annual return | 43.27% | 134.89%-91.6pp | 418.76%-375.5pp | 35.62%+7.7pp |
| Employer contribution / active EE | $2,980 | $3,715-19.8% | $4,934-39.6% | $2,756+8.2% |
| Participant deferral / active EE | $8,663 | $6,646+30.3% | $8,070+7.4% | $4,297+101.6% |
| Admin fee / account holder | $3,236 | $7,942-59.3% | $13,006-75.1% | $6,935-53.3% |