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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 | $82,032 | $96,643-15.1% | $86,617-5.3% | $139,456-41.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.37% | 106.57%-88.2pp | 591.91%-573.5pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,353 | $3,264-27.9% | $3,023-22.2% | $4,753-50.5% |
| Participant deferral / active EE | $6,651 | $4,835+37.5% | $4,437+49.9% | $6,711-0.9% |
| Admin fee / account holder | $2,518 | $6,406-60.7% | $5,613-55.1% | $11,407-77.9% |