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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 | $74,542 | $96,678-22.9% | $86,640-14.0% | $139,466-46.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.93% | 106.69%-85.8pp | 592.52%-571.6pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,788 | $3,265-45.2% | $3,024-40.9% | $4,754-62.4% |
| Participant deferral / active EE | $5,659 | $4,837+17.0% | $4,438+27.5% | $6,712-15.7% |
| Admin fee / account holder | $5,729 | $6,410-10.6% | $5,616+2.0% | $11,409-49.8% |