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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 | $102,393-64.3% | $147,041-75.1% | $80,911-54.8% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 29.57% | 134.95%-105.4pp | 419.21%-389.6pp | 35.63%-6.1pp |
| Employer contribution / active EE | $1,996 | $3,715-46.3% | $4,935-59.5% | $2,756-27.6% |
| Participant deferral / active EE | $4,197 | $6,647-36.9% | $8,071-48.0% | $4,297-2.3% |
| Admin fee / account holder | $760 | $7,943-90.4% | $13,006-94.2% | $6,935-89.0% |