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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 | $26,141 | $96,691-73.0% | $86,656-69.8% | $139,487-81.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 12.69% | 106.87%-94.2pp | 593.09%-580.4pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,307 | $3,267-29.4% | $3,025-23.7% | $4,755-51.5% |
| Participant deferral / active EE | $1,311 | $4,838-72.9% | $4,439-70.5% | $6,713-80.5% |
| Admin fee / account holder | $1,735 | $6,414-73.0% | $5,619-69.1% | $11,407-84.8% |