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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 | $85,511 | $106,008-19.3% | $92,240-7.3% | $147,586-42.1% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 13.32% | 50.05%-36.7pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,601 | $4,333-63.1% | $3,680-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $3,402 | $4,478-24.0% | $3,897-12.7% | $5,439-37.4% |
| Admin fee / account holder | $2,490 | $6,333-60.7% | $5,194-52.1% | $10,886-77.1% |