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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 | $49,908 | $96,678-48.4% | $86,640-42.4% | $139,466-64.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.15% | 106.69%-90.5pp | 592.52%-576.4pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,380 | $3,265+3.5% | $3,024+11.8% | $4,754-28.9% |
| Participant deferral / active EE | $6,690 | $4,837+38.3% | $4,438+50.7% | $6,712-0.3% |
| Admin fee / account holder | $1,507 | $6,410-76.5% | $5,616-73.2% | $11,409-86.8% |