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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 | $63,338 | $111,785-43.3% | $93,669-32.4% | $145,877-56.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.67% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,960 | $3,096+92.5% | $2,424+145.9% | $4,663+27.8% |
| Participant deferral / active EE | $20,836 | $4,919+323.6% | $4,416+371.9% | $6,691+211.4% |
| Admin fee / account holder | $2,704 | $10,256-73.6% | $8,291-67.4% | $13,402-79.8% |