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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 | $77,125 | $96,678-20.2% | $86,640-11.0% | $139,466-44.7% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 35.14% | 106.69%-71.6pp | 592.52%-557.4pp | 373.66%-338.5pp |
| Employer contribution / active EE | $2,412 | $3,265-26.1% | $3,024-20.2% | $4,754-49.3% |
| Participant deferral / active EE | $6,774 | $4,837+40.1% | $4,438+52.6% | $6,712+0.9% |
| Admin fee / account holder | $636 | $6,410-90.1% | $5,616-88.7% | $11,409-94.4% |