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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 | $50,641 | $96,643-47.6% | $86,617-41.5% | $139,456-63.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 17.93% | 106.57%-88.6pp | 591.91%-574.0pp | 373.45%-355.5pp |
| Employer contribution / active EE | $14,818 | $3,264+353.9% | $3,023+390.1% | $4,753+211.8% |
| Participant deferral / active EE | $2,667 | $4,835-44.8% | $4,437-39.9% | $6,711-60.3% |
| Admin fee / account holder | $17,119 | $6,406+167.2% | $5,613+205.0% | $11,407+50.1% |