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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 | $96,643-3.9% | $86,617+7.3% | $139,456-33.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 19.14% | 106.57%-87.4pp | 591.91%-572.8pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,069 | $3,264-36.6% | $3,023-31.6% | $4,753-56.5% |
| Participant deferral / active EE | $8,703 | $4,835+80.0% | $4,437+96.1% | $6,711+29.7% |
| Admin fee / account holder | $702 | $6,406-89.0% | $5,613-87.5% | $11,407-93.8% |