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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 | $69,507 | $102,382-32.1% | $147,005-52.7% | $80,874-14.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 17.21% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $6,892 | $3,715+85.5% | $4,934+39.7% | $2,756+150.1% |
| Participant deferral / active EE | $6,986 | $6,646+5.1% | $8,070-13.4% | $4,297+62.6% |
| Admin fee / account holder | $1,429 | $7,942-82.0% | $13,006-89.0% | $6,935-79.4% |