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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 | $83,733 | $104,924-20.2% | $84,623-1.1% | $152,885-45.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 12.70% | 373.82%-361.1pp | 258.77%-246.1pp | 345.39%-332.7pp |
| Employer contribution / active EE | $3,297 | $3,302-0.1% | $2,652+24.3% | $4,763-30.8% |
| Participant deferral / active EE | $8,449 | $4,689+80.2% | $3,899+116.7% | $5,851+44.4% |
| Admin fee / account holder | $17,719 | $6,242+183.9% | $4,913+260.7% | $11,598+52.8% |