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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 | $60,195 | $106,005-43.2% | $92,239-34.7% | $147,585-59.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 16.34% | 50.05%-33.7pp | 176.29%-160.0pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,503 | $4,333-42.2% | $3,680-32.0% | $4,876-48.7% |
| Participant deferral / active EE | $4,164 | $4,478-7.0% | $3,897+6.8% | $5,439-23.4% |
| Admin fee / account holder | $23,635 | $6,333+273.2% | $5,194+355.0% | $10,886+117.1% |