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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 | $73,726 | $96,691-23.8% | $86,656-14.9% | $139,487-47.1% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 16.40% | 106.87%-90.5pp | 593.09%-576.7pp | 373.84%-357.4pp |
| Employer contribution / active EE | $7,822 | $3,267+139.4% | $3,025+158.5% | $4,755+64.5% |
| Participant deferral / active EE | $3,539 | $4,838-26.9% | $4,439-20.3% | $6,713-47.3% |
| Admin fee / account holder | $1,562 | $6,414-75.6% | $5,619-72.2% | $11,407-86.3% |