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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 | $39,933 | $99,079-59.7% | $78,002-48.8% | $273,972-85.4% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 9.52% | 217.93%-208.4pp | 425.99%-416.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,206 | $3,308-63.5% | $2,470-51.2% | $4,869-75.2% |
| Participant deferral / active EE | $2,301 | $4,306-46.6% | $3,497-34.2% | $5,287-56.5% |
| Admin fee / account holder | $649 | $8,954-92.8% | $5,481-88.2% | $10,133-93.6% |