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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 | $31,434 | $102,385-69.3% | $147,080-78.6% | $80,935-61.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 16.95% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,838 | $3,717-50.5% | $4,933-62.7% | $2,757-33.3% |
| Participant deferral / active EE | $3,415 | $6,651-48.7% | $8,066-57.7% | $4,299-20.6% |
| Admin fee / account holder | $2,040 | $7,951-74.3% | $12,989-84.3% | $6,924-70.5% |