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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 | $92,902 | $96,678-3.9% | $86,640+7.2% | $139,466-33.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 19.14% | 106.69%-87.6pp | 592.52%-573.4pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,069 | $3,265-36.6% | $3,024-31.6% | $4,754-56.5% |
| Participant deferral / active EE | $8,703 | $4,837+79.9% | $4,438+96.1% | $6,712+29.7% |
| Admin fee / account holder | $702 | $6,410-89.1% | $5,616-87.5% | $11,409-93.8% |