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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 | $64,843 | $110,830-41.5% | $86,625-25.1% | $167,553-61.3% |
| Participation rate | 87.0% | 75.8%+11.2pp | 71.6%+15.3pp | 82.1%+4.8pp |
| Annual return | 9.31% | 116.99%-107.7pp | 63.52%-54.2pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,000 | $3,245-69.2% | $2,496-59.9% | $4,840-79.3% |
| Participant deferral / active EE | $2,566 | $4,548-43.6% | $3,700-30.6% | $6,343-59.5% |
| Admin fee / account holder | $3,653 | $8,420-56.6% | $5,830-37.3% | $12,316-70.3% |