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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 | $74,446 | $99,011-24.8% | $86,582-14.0% | $147,586-49.6% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 9.45% | 1312.75%-1303.3pp | 965.08%-955.6pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,065 | $3,132-34.1% | $2,839-27.3% | $4,876-57.7% |
| Participant deferral / active EE | $3,526 | $3,972-11.2% | $3,609-2.3% | $5,439-35.2% |
| Admin fee / account holder | $35,426 | $5,709+520.5% | $4,904+622.4% | $10,886+225.4% |