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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 | $80,037 | $96,678-17.2% | $86,640-7.6% | $139,466-42.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 21.20% | 106.69%-85.5pp | 592.52%-571.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,063 | $3,265-36.8% | $3,024-31.8% | $4,754-56.6% |
| Participant deferral / active EE | $3,537 | $4,837-26.9% | $4,438-20.3% | $6,712-47.3% |
| Admin fee / account holder | $863 | $6,410-86.5% | $5,616-84.6% | $11,409-92.4% |