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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 | $12,859 | $96,691-86.7% | $86,656-85.2% | $139,487-90.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.48% | 106.87%-76.4pp | 593.09%-562.6pp | 373.84%-343.4pp |
| Employer contribution / active EE | $2,894 | $3,267-11.4% | $3,025-4.4% | $4,755-39.1% |
| Participant deferral / active EE | $3,449 | $4,838-28.7% | $4,439-22.3% | $6,713-48.6% |
| Admin fee / account holder | $344 | $6,414-94.6% | $5,619-93.9% | $11,407-97.0% |