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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 | $69,324 | $150,442-53.9% | $136,295-49.1% | $147,585-53.0% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 41.72% | 1049.09%-1007.4pp | 5155.97%-5114.3pp | 578.56%-536.8pp |
| Employer contribution / active EE | $3,302 | $5,256-37.2% | $4,695-29.7% | $4,876-32.3% |
| Participant deferral / active EE | $7,558 | $6,630+14.0% | $6,247+21.0% | $5,439+39.0% |
| Admin fee / account holder | $2,816 | $10,905-74.2% | $9,243-69.5% | $10,885-74.1% |