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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 | $81,492 | $111,785-27.1% | $93,669-13.0% | $145,877-44.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 48.85% | 203.79%-154.9pp | 133.59%-84.7pp | 551.28%-502.4pp |
| Employer contribution / active EE | $1,026 | $3,096-66.9% | $2,424-57.7% | $4,663-78.0% |
| Participant deferral / active EE | $10,079 | $4,919+104.9% | $4,416+128.3% | $6,691+50.6% |
| Admin fee / account holder | $4,028 | $10,256-60.7% | $8,291-51.4% | $13,402-69.9% |