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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 | $53,850 | $96,643-44.3% | $86,617-37.8% | $139,456-61.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.77% | 106.57%-93.8pp | 591.91%-579.1pp | 373.45%-360.7pp |
| Employer contribution / active EE | $935 | $3,264-71.3% | $3,023-69.1% | $4,753-80.3% |
| Participant deferral / active EE | $1,485 | $4,835-69.3% | $4,437-66.5% | $6,711-77.9% |
| Admin fee / account holder | $13,041 | $6,406+103.6% | $5,613+132.3% | $11,407+14.3% |