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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 | $20,362 | $114,073-82.2% | $96,161-78.8% | $167,518-87.8% |
| Participation rate | 78.6% | 75.1%+3.5pp | 68.4%+10.1pp | 82.1%-3.5pp |
| Annual return | 16.20% | 189.95%-173.7pp | 192.01%-175.8pp | 478.71%-462.5pp |
| Employer contribution / active EE | $1,859 | $3,428-45.8% | $2,798-33.6% | $4,838-61.6% |
| Participant deferral / active EE | $2,227 | $5,195-57.1% | $4,349-48.8% | $6,342-64.9% |
| Admin fee / account holder | $8,758 | $6,899+26.9% | $5,538+58.1% | $12,312-28.9% |