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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 | $39,798 | $96,691-58.8% | $86,656-54.1% | $139,487-71.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.92% | 106.87%-87.9pp | 593.09%-574.2pp | 373.84%-354.9pp |
| Employer contribution / active EE | $1,882 | $3,267-42.4% | $3,025-37.8% | $4,755-60.4% |
| Participant deferral / active EE | $10,074 | $4,838+108.2% | $4,439+126.9% | $6,713+50.1% |
| Admin fee / account holder | $368 | $6,414-94.3% | $5,619-93.5% | $11,407-96.8% |