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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 | $29,469 | $102,422-71.2% | $147,117-80.0% | $80,959-63.6% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 74.68% | 135.16%-60.5pp | 420.54%-345.9pp | 35.67%+39.0pp |
| Employer contribution / active EE | $1,392 | $3,717-62.6% | $4,932-71.8% | $2,757-49.5% |
| Participant deferral / active EE | $11,040 | $6,652+66.0% | $8,065+36.9% | $4,300+156.7% |
| Admin fee / account holder | $916 | $7,953-88.5% | $12,993-93.0% | $6,925-86.8% |