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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 | $62,088 | $96,643-35.8% | $86,617-28.3% | $139,456-55.5% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 22.89% | 106.57%-83.7pp | 591.91%-569.0pp | 373.45%-350.6pp |
| Employer contribution / active EE | $3,088 | $3,264-5.4% | $3,023+2.2% | $4,753-35.0% |
| Participant deferral / active EE | $7,114 | $4,835+47.1% | $4,437+60.3% | $6,711+6.0% |
| Admin fee / account holder | $5,144 | $6,406-19.7% | $5,613-8.4% | $11,407-54.9% |