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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 | $35,220 | $102,385-65.6% | $147,080-76.1% | $80,935-56.5% |
| Participation rate | 74.7% | 75.9%-1.1pp | 82.2%-7.5pp | 67.7%+7.1pp |
| Annual return | 144.68% | 135.09%+9.6pp | 420.17%-275.5pp | 35.66%+109.0pp |
| Employer contribution / active EE | $4,077 | $3,717+9.7% | $4,933-17.4% | $2,757+47.9% |
| Participant deferral / active EE | $8,829 | $6,651+32.7% | $8,066+9.4% | $4,299+105.3% |
| Admin fee / account holder | $3,817 | $7,951-52.0% | $12,989-70.6% | $6,924-44.9% |