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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 | $41,889 | $103,008-59.3% | $90,304-53.6% | $152,897-72.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 37.72% | 95.22%-57.5pp | 78.13%-40.4pp | 345.43%-307.7pp |
| Employer contribution / active EE | $1,371 | $3,139-56.3% | $2,855-52.0% | $4,764-71.2% |
| Participant deferral / active EE | $3,678 | $4,281-14.1% | $3,885-5.3% | $5,851-37.1% |
| Admin fee / account holder | $5,915 | $6,175-4.2% | $5,354+10.5% | $11,599-49.0% |