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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 | $106,763 | $114,093-6.4% | $96,171+11.0% | $167,536-36.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 13.21% | 190.00%-176.8pp | 192.04%-178.8pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,852 | $3,429-46.0% | $2,799-33.8% | $4,839-61.7% |
| Participant deferral / active EE | $3,303 | $5,197-36.4% | $4,350-24.1% | $6,342-47.9% |
| Admin fee / account holder | $597 | $6,899-91.3% | $5,538-89.2% | $12,315-95.2% |