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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 | $83,362 | $96,691-13.8% | $86,656-3.8% | $139,487-40.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.86% | 106.87%-92.0pp | 593.09%-578.2pp | 373.84%-359.0pp |
| Employer contribution / active EE | $11,359 | $3,267+247.7% | $3,025+275.4% | $4,755+138.9% |
| Participant deferral / active EE | $9,866 | $4,838+103.9% | $4,439+122.2% | $6,713+47.0% |
| Admin fee / account holder | $8,382 | $6,414+30.7% | $5,619+49.2% | $11,407-26.5% |