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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 | $36,570 | $102,393-64.3% | $147,041-75.1% | $80,911-54.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 15.07% | 134.95%-119.9pp | 419.21%-404.1pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,296 | $3,715-38.2% | $4,935-53.5% | $2,756-16.7% |
| Participant deferral / active EE | $4,014 | $6,647-39.6% | $8,071-50.3% | $4,297-6.6% |
| Admin fee / account holder | $7,618 | $7,943-4.1% | $13,006-41.4% | $6,935+9.9% |