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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 | $59,846 | $102,393-41.6% | $147,041-59.3% | $80,911-26.0% |
| Participation rate | 83.6% | 75.9%+7.8pp | 82.2%+1.4pp | 67.6%+16.0pp |
| Annual return | 29.01% | 134.95%-105.9pp | 419.21%-390.2pp | 35.63%-6.6pp |
| Employer contribution / active EE | $3,016 | $3,715-18.8% | $4,935-38.9% | $2,756+9.4% |
| Participant deferral / active EE | $6,853 | $6,647+3.1% | $8,071-15.1% | $4,297+59.5% |
| Admin fee / account holder | $1,182 | $7,943-85.1% | $13,006-90.9% | $6,935-83.0% |