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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 | $27,509 | $102,393-73.1% | $147,041-81.3% | $80,911-66.0% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 20.73% | 134.95%-114.2pp | 419.21%-398.5pp | 35.63%-14.9pp |
| Employer contribution / active EE | $2,548 | $3,715-31.4% | $4,935-48.4% | $2,756-7.5% |
| Participant deferral / active EE | $5,501 | $6,647-17.2% | $8,071-31.8% | $4,297+28.0% |
| Admin fee / account holder | $1,142 | $7,943-85.6% | $13,006-91.2% | $6,935-83.5% |