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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 | $24,458 | $160,040-84.7% | $147,096-83.4% | $145,877-83.2% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 13.86% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,319 | $5,289-37.2% | $4,936-32.7% | $4,663-28.8% |
| Participant deferral / active EE | $6,748 | $8,429-19.9% | $8,071-16.4% | $6,691+0.9% |
| Admin fee / account holder | $4,658 | $15,050-69.0% | $13,005-64.2% | $13,402-65.2% |