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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 | $52,291 | $103,000-49.2% | $90,300-42.1% | $152,885-65.8% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.5%+4.2pp |
| Annual return | 20.89% | 95.19%-74.3pp | 78.11%-57.2pp | 345.39%-324.5pp |
| Employer contribution / active EE | $3,706 | $3,138+18.1% | $2,854+29.9% | $4,763-22.2% |
| Participant deferral / active EE | $2,111 | $4,281-50.7% | $3,884-45.7% | $5,851-63.9% |
| Admin fee / account holder | $9,852 | $6,173+59.6% | $5,353+84.0% | $11,598-15.1% |