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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 | $62,783 | $102,422-38.7% | $147,117-57.3% | $80,959-22.5% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 45.90% | 135.16%-89.3pp | 420.54%-374.6pp | 35.67%+10.2pp |
| Employer contribution / active EE | $4,038 | $3,717+8.6% | $4,932-18.1% | $2,757+46.4% |
| Participant deferral / active EE | $8,549 | $6,652+28.5% | $8,065+6.0% | $4,300+98.8% |
| Admin fee / account holder | $2,317 | $7,953-70.9% | $12,993-82.2% | $6,925-66.5% |