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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 | $85,681 | $96,678-11.4% | $86,640-1.1% | $139,466-38.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.88% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,182 | $3,265-2.6% | $3,024+5.2% | $4,754-33.1% |
| Participant deferral / active EE | $5,639 | $4,837+16.6% | $4,438+27.0% | $6,712-16.0% |
| Admin fee / account holder | $1,506 | $6,410-76.5% | $5,616-73.2% | $11,409-86.8% |