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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 | $42,821 | $102,422-58.2% | $147,117-70.9% | $80,959-47.1% |
| Participation rate | 71.3% | 75.9%-4.6pp | 82.2%-10.9pp | 67.7%+3.6pp |
| Annual return | 15.71% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,990 | $3,717-46.5% | $4,932-59.7% | $2,757-27.8% |
| Participant deferral / active EE | $2,701 | $6,652-59.4% | $8,065-66.5% | $4,300-37.2% |
| Admin fee / account holder | $2,720 | $7,953-65.8% | $12,993-79.1% | $6,925-60.7% |