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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 | $59,603 | $96,678-38.3% | $86,640-31.2% | $139,466-57.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 14.46% | 106.69%-92.2pp | 592.52%-578.1pp | 373.66%-359.2pp |
| Employer contribution / active EE | $6,673 | $3,265+104.3% | $3,024+120.6% | $4,754+40.4% |
| Participant deferral / active EE | $3,161 | $4,837-34.7% | $4,438-28.8% | $6,712-52.9% |
| Admin fee / account holder | $410 | $6,410-93.6% | $5,616-92.7% | $11,409-96.4% |