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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 | $63,265 | $96,643-34.5% | $86,617-27.0% | $139,456-54.6% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.9pp |
| Annual return | 26.80% | 106.57%-79.8pp | 591.91%-565.1pp | 373.45%-346.6pp |
| Employer contribution / active EE | $2,852 | $3,264-12.6% | $3,023-5.7% | $4,753-40.0% |
| Participant deferral / active EE | $9,785 | $4,835+102.4% | $4,437+120.5% | $6,711+45.8% |
| Admin fee / account holder | $1,547 | $6,406-75.8% | $5,613-72.4% | $11,407-86.4% |