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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 | $65,756 | $96,678-32.0% | $86,640-24.1% | $139,466-52.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 16.85% | 106.69%-89.8pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,820 | $3,265+17.0% | $3,024+26.3% | $4,754-19.7% |
| Participant deferral / active EE | $5,765 | $4,837+19.2% | $4,438+29.9% | $6,712-14.1% |
| Admin fee / account holder | $5,500 | $6,410-14.2% | $5,616-2.1% | $11,409-51.8% |