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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 | $63,578 | $106,003-40.0% | $92,236-31.1% | $147,585-56.9% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 16.54% | 50.05%-33.5pp | 176.29%-159.7pp | 578.57%-562.0pp |
| Employer contribution / active EE | $2,240 | $4,333-48.3% | $3,679-39.1% | $4,876-54.1% |
| Participant deferral / active EE | $3,602 | $4,478-19.6% | $3,897-7.6% | $5,439-33.8% |
| Admin fee / account holder | $625 | $6,333-90.1% | $5,194-88.0% | $10,885-94.3% |