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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 | $72,641 | $102,393-29.1% | $147,041-50.6% | $80,911-10.2% |
| Participation rate | 91.5% | 75.9%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 21.54% | 134.95%-113.4pp | 419.21%-397.7pp | 35.63%-14.1pp |
| Employer contribution / active EE | $2,101 | $3,715-43.5% | $4,935-57.4% | $2,756-23.8% |
| Participant deferral / active EE | $9,209 | $6,647+38.5% | $8,071+14.1% | $4,297+114.3% |
| Admin fee / account holder | $1,543 | $7,943-80.6% | $13,006-88.1% | $6,935-77.8% |