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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 | $56,000 | $96,678-42.1% | $86,640-35.4% | $139,466-59.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.37% | 106.69%-84.3pp | 592.52%-570.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,748 | $3,265-15.8% | $3,024-9.1% | $4,754-42.2% |
| Participant deferral / active EE | $7,651 | $4,837+58.2% | $4,438+72.4% | $6,712+14.0% |
| Admin fee / account holder | $17,869 | $6,410+178.8% | $5,616+218.2% | $11,409+56.6% |