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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 | $36,557 | $102,382-64.3% | $147,005-75.1% | $80,874-54.8% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 29.57% | 134.89%-105.3pp | 418.76%-389.2pp | 35.62%-6.0pp |
| Employer contribution / active EE | $1,996 | $3,715-46.3% | $4,934-59.5% | $2,756-27.6% |
| Participant deferral / active EE | $4,197 | $6,646-36.9% | $8,070-48.0% | $4,297-2.3% |
| Admin fee / account holder | $760 | $7,942-90.4% | $13,006-94.2% | $6,935-89.0% |