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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 | $23,858 | $96,691-75.3% | $86,656-72.5% | $139,487-82.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.47% | 106.87%-90.4pp | 593.09%-576.6pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,641 | $3,267-49.8% | $3,025-45.8% | $4,755-65.5% |
| Participant deferral / active EE | $7,636 | $4,838+57.8% | $4,439+72.0% | $6,713+13.8% |
| Admin fee / account holder | $1,861 | $6,414-71.0% | $5,619-66.9% | $11,407-83.7% |