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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 | $33,155 | $111,830-70.4% | $93,696-64.6% | $145,884-77.3% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 11.89% | 204.08%-192.2pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,433 | $3,093-53.7% | $2,422-40.8% | $4,662-69.3% |
| Participant deferral / active EE | $1,869 | $4,920-62.0% | $4,417-57.7% | $6,690-72.1% |
| Admin fee / account holder | $3,064 | $10,249-70.1% | $8,287-63.0% | $13,392-77.1% |