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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 | $102,393-71.2% | $147,041-80.0% | $80,911-63.6% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.6%+10.4pp |
| Annual return | 74.68% | 134.95%-60.3pp | 419.21%-344.5pp | 35.63%+39.1pp |
| Employer contribution / active EE | $1,392 | $3,715-62.5% | $4,935-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $11,040 | $6,647+66.1% | $8,071+36.8% | $4,297+156.9% |
| Admin fee / account holder | $916 | $7,943-88.5% | $13,006-93.0% | $6,935-86.8% |