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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 | $43,110 | $102,422-57.9% | $147,117-70.7% | $80,959-46.8% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.7%+8.1pp |
| Annual return | 18.71% | 135.16%-116.4pp | 420.54%-401.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $3,788 | $3,717+1.9% | $4,932-23.2% | $2,757+37.4% |
| Participant deferral / active EE | $9,588 | $6,652+44.1% | $8,065+18.9% | $4,300+122.9% |
| Admin fee / account holder | $7,787 | $7,953-2.1% | $12,993-40.1% | $6,925+12.4% |