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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 | $66,198 | $114,130-42.0% | $96,192-31.2% | $167,553-60.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 16.78% | 190.07%-173.3pp | 192.09%-175.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $3,339 | $3,431-2.7% | $2,799+19.3% | $4,840-31.0% |
| Participant deferral / active EE | $7,091 | $5,198+36.4% | $4,351+63.0% | $6,343+11.8% |
| Admin fee / account holder | $3,595 | $6,901-47.9% | $5,539-35.1% | $12,316-70.8% |