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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 | $34,224 | $102,393-66.6% | $147,041-76.7% | $80,911-57.7% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 12.48% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,931 | $3,715-48.0% | $4,935-60.9% | $2,756-29.9% |
| Participant deferral / active EE | $5,016 | $6,647-24.5% | $8,071-37.9% | $4,297+16.7% |
| Admin fee / account holder | $11,336 | $7,943+42.7% | $13,006-12.8% | $6,935+63.5% |