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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 | $74,521 | $106,008-29.7% | $92,240-19.2% | $147,586-49.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 14.83% | 50.05%-35.2pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,963 | $4,333-31.6% | $3,680-19.5% | $4,876-39.2% |
| Participant deferral / active EE | $4,359 | $4,478-2.7% | $3,897+11.8% | $5,439-19.9% |
| Admin fee / account holder | $864 | $6,333-86.4% | $5,194-83.4% | $10,886-92.1% |