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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 | $41,619 | $96,678-57.0% | $86,640-52.0% | $139,466-70.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.46% | 106.69%-92.2pp | 592.52%-578.1pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,889 | $3,265-11.5% | $3,024-4.5% | $4,754-39.2% |
| Participant deferral / active EE | $1,705 | $4,837-64.7% | $4,438-61.6% | $6,712-74.6% |
| Admin fee / account holder | $3,524 | $6,410-45.0% | $5,616-37.2% | $11,409-69.1% |