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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 | $102,422-64.3% | $147,117-75.2% | $80,959-54.8% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 29.57% | 135.16%-105.6pp | 420.54%-391.0pp | 35.67%-6.1pp |
| Employer contribution / active EE | $1,996 | $3,717-46.3% | $4,932-59.5% | $2,757-27.6% |
| Participant deferral / active EE | $4,197 | $6,652-36.9% | $8,065-48.0% | $4,300-2.4% |
| Admin fee / account holder | $760 | $7,953-90.4% | $12,993-94.2% | $6,925-89.0% |