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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 | $38,509 | $102,382-62.4% | $147,005-73.8% | $80,874-52.4% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 14.65% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,284 | $3,715-11.6% | $4,934-33.5% | $2,756+19.2% |
| Participant deferral / active EE | $5,866 | $6,646-11.7% | $8,070-27.3% | $4,297+36.5% |
| Admin fee / account holder | $3,506 | $7,942-55.9% | $13,006-73.0% | $6,935-49.4% |