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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 | $43,303 | $110,801-60.9% | $86,615-50.0% | $167,536-74.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 71.6%+6.1pp | 82.1%-4.3pp |
| Annual return | 13.15% | 116.96%-103.8pp | 63.51%-50.4pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,766 | $3,245-14.8% | $2,496+10.8% | $4,839-42.8% |
| Participant deferral / active EE | $9,805 | $4,547+115.7% | $3,699+165.1% | $6,342+54.6% |
| Admin fee / account holder | $29,012 | $8,417+244.7% | $5,830+397.7% | $12,315+135.6% |