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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 | $93,029 | $96,691-3.8% | $86,656+7.4% | $139,487-33.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 15.32% | 106.87%-91.5pp | 593.09%-577.8pp | 373.84%-358.5pp |
| Employer contribution / active EE | $2,013 | $3,267-38.4% | $3,025-33.5% | $4,755-57.7% |
| Participant deferral / active EE | $6,937 | $4,838+43.4% | $4,439+56.3% | $6,713+3.3% |
| Admin fee / account holder | $5,859 | $6,414-8.7% | $5,619+4.3% | $11,407-48.6% |