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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 | $75,525 | $102,393-26.2% | $147,041-48.6% | $80,911-6.7% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | 14.77% | 134.95%-120.2pp | 419.21%-404.4pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,490 | $3,715-33.0% | $4,935-49.6% | $2,756-9.7% |
| Participant deferral / active EE | $8,585 | $6,647+29.2% | $8,071+6.4% | $4,297+99.8% |
| Admin fee / account holder | $5,053 | $7,943-36.4% | $13,006-61.1% | $6,935-27.1% |