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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 | $71,409 | $96,678-26.1% | $86,640-17.6% | $139,466-48.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 13.93% | 106.69%-92.8pp | 592.52%-578.6pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,673 | $3,265-18.1% | $3,024-11.6% | $4,754-43.8% |
| Participant deferral / active EE | $5,435 | $4,837+12.4% | $4,438+22.5% | $6,712-19.0% |
| Admin fee / account holder | $2,152 | $6,410-66.4% | $5,616-61.7% | $11,409-81.1% |