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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 | $67,872 | $96,691-29.8% | $86,656-21.7% | $139,487-51.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 12.80% | 106.87%-94.1pp | 593.09%-580.3pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,613 | $3,267-20.0% | $3,025-13.6% | $4,755-45.0% |
| Participant deferral / active EE | $4,296 | $4,838-11.2% | $4,439-3.2% | $6,713-36.0% |
| Admin fee / account holder | $6,414 | $6,4140% | $5,619+14.1% | $11,407-43.8% |