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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 | $72,245 | $106,005-31.8% | $92,239-21.7% | $147,585-51.0% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 20.26% | 50.05%-29.8pp | 176.29%-156.0pp | 578.58%-558.3pp |
| Employer contribution / active EE | $1,674 | $4,333-61.4% | $3,680-54.5% | $4,876-65.7% |
| Participant deferral / active EE | $5,243 | $4,478+17.1% | $3,897+34.5% | $5,439-3.6% |
| Admin fee / account holder | $733 | $6,333-88.4% | $5,194-85.9% | $10,886-93.3% |