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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 | $72,516 | $73,546-1.4% | $63,018+15.1% | $147,586-50.9% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 10.74% | 175.56%-164.8pp | 87.62%-76.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $5,222 | $3,324+57.1% | $2,761+89.1% | $4,876+7.1% |
| Participant deferral / active EE | $6,518 | $4,185+55.8% | $3,330+95.8% | $5,439+19.8% |
| Admin fee / account holder | $11,448 | $5,956+92.2% | $3,601+217.9% | $10,886+5.2% |