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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 | $102,385-71.2% | $147,080-80.0% | $80,935-63.6% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 74.68% | 135.09%-60.4pp | 420.17%-345.5pp | 35.66%+39.0pp |
| Employer contribution / active EE | $1,392 | $3,717-62.6% | $4,933-71.8% | $2,757-49.5% |
| Participant deferral / active EE | $11,040 | $6,651+66.0% | $8,066+36.9% | $4,299+156.8% |
| Admin fee / account holder | $916 | $7,951-88.5% | $12,989-92.9% | $6,924-86.8% |