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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 | $73,272 | $102,393-28.4% | $147,041-50.2% | $80,911-9.4% |
| Participation rate | 79.3% | 75.9%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 48.44% | 134.95%-86.5pp | 419.21%-370.8pp | 35.63%+12.8pp |
| Employer contribution / active EE | $4,028 | $3,715+8.4% | $4,935-18.4% | $2,756+46.2% |
| Participant deferral / active EE | $7,388 | $6,647+11.1% | $8,071-8.5% | $4,297+71.9% |
| Admin fee / account holder | $2,304 | $7,943-71.0% | $13,006-82.3% | $6,935-66.8% |