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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 | $37,523 | $102,429-63.4% | $147,096-74.5% | $80,925-53.6% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 19.43% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,268 | $6,649+39.4% | $8,071+14.8% | $4,299+115.6% |
| Admin fee / account holder | $944 | $7,957-88.1% | $13,005-92.7% | $6,940-86.4% |