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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 | $102,382-57.9% | $147,005-70.7% | $80,874-46.7% |
| Participation rate | 75.8% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 18.71% | 134.89%-116.2pp | 418.76%-400.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $3,788 | $3,715+2.0% | $4,934-23.2% | $2,756+37.5% |
| Participant deferral / active EE | $9,588 | $6,646+44.3% | $8,070+18.8% | $4,297+123.1% |
| Admin fee / account holder | $7,787 | $7,942-2.0% | $13,006-40.1% | $6,935+12.3% |