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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 | $34,449 | $96,678-64.4% | $86,640-60.2% | $139,466-75.3% |
| Participation rate | 78.3% | 74.4%+3.8pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 16.82% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,119 | $3,265-4.5% | $3,024+3.1% | $4,754-34.4% |
| Participant deferral / active EE | $4,104 | $4,837-15.2% | $4,438-7.5% | $6,712-38.9% |
| Admin fee / account holder | $2,924 | $6,410-54.4% | $5,616-47.9% | $11,409-74.4% |