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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 | $53,392 | $102,429-47.9% | $147,096-63.7% | $80,925-34.0% |
| Participation rate | 78.4% | 75.9%+2.6pp | 82.2%-3.7pp | 67.7%+10.8pp |
| Annual return | 22.46% | 135.02%-112.6pp | 419.75%-397.3pp | 35.65%-13.2pp |
| Employer contribution / active EE | $1,217 | $3,716-67.2% | $4,936-75.3% | $2,756-55.8% |
| Participant deferral / active EE | $3,618 | $6,649-45.6% | $8,071-55.2% | $4,299-15.8% |
| Admin fee / account holder | $1,111 | $7,957-86.0% | $13,005-91.5% | $6,940-84.0% |