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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 | $42,920 | $96,691-55.6% | $86,656-50.5% | $139,487-69.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.15% | 106.87%-88.7pp | 593.09%-574.9pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,187 | $3,267-2.5% | $3,025+5.3% | $4,755-33.0% |
| Participant deferral / active EE | $5,941 | $4,838+22.8% | $4,439+33.8% | $6,713-11.5% |
| Admin fee / account holder | $2,257 | $6,414-64.8% | $5,619-59.8% | $11,407-80.2% |