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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 | $59,809 | $106,008-43.6% | $92,240-35.2% | $147,586-59.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,224 | $4,333-71.8% | $3,680-66.7% | $4,876-74.9% |
| Participant deferral / active EE | $4,052 | $4,478-9.5% | $3,897+4.0% | $5,439-25.5% |
| Admin fee / account holder | $1,007 | $6,333-84.1% | $5,194-80.6% | $10,886-90.7% |