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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 | $97,562 | $114,093-14.5% | $96,171+1.4% | $167,536-41.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 10.81% | 190.00%-179.2pp | 192.04%-181.2pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,458 | $3,429-57.5% | $2,799-47.9% | $4,839-69.9% |
| Participant deferral / active EE | $6,736 | $5,197+29.6% | $4,350+54.8% | $6,342+6.2% |
| Admin fee / account holder | $9,904 | $6,899+43.6% | $5,538+78.8% | $12,315-19.6% |