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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 | $66,254 | $96,691-31.5% | $86,656-23.5% | $139,487-52.5% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 22.59% | 106.87%-84.3pp | 593.09%-570.5pp | 373.84%-351.3pp |
| Employer contribution / active EE | $3,248 | $3,267-0.6% | $3,025+7.4% | $4,755-31.7% |
| Participant deferral / active EE | $8,122 | $4,838+67.9% | $4,439+83.0% | $6,713+21.0% |
| Admin fee / account holder | $417 | $6,414-93.5% | $5,619-92.6% | $11,407-96.3% |