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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 | $38,385 | $96,691-60.3% | $86,656-55.7% | $139,487-72.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 14.33% | 106.87%-92.5pp | 593.09%-578.8pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,491 | $3,267-23.8% | $3,025-17.7% | $4,755-47.6% |
| Participant deferral / active EE | $4,651 | $4,838-3.9% | $4,439+4.8% | $6,713-30.7% |
| Admin fee / account holder | $9,485 | $6,414+47.9% | $5,619+68.8% | $11,407-16.8% |