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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 | $12,014 | $96,678-87.6% | $86,640-86.1% | $139,466-91.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 23.87% | 106.69%-82.8pp | 592.52%-568.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $2,224 | $3,265-31.9% | $3,024-26.5% | $4,754-53.2% |
| Participant deferral / active EE | $2,550 | $4,837-47.3% | $4,438-42.5% | $6,712-62.0% |
| Admin fee / account holder | $2,238 | $6,410-65.1% | $5,616-60.1% | $11,409-80.4% |