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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 | $72,373 | $106,008-31.7% | $92,240-21.5% | $147,586-51.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.99% | 50.05%-34.1pp | 176.29%-160.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,864 | $4,333-33.9% | $3,680-22.2% | $4,876-41.3% |
| Participant deferral / active EE | $6,433 | $4,478+43.7% | $3,897+65.1% | $5,439+18.3% |
| Admin fee / account holder | $4,315 | $6,333-31.9% | $5,194-16.9% | $10,886-60.4% |