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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 | $32,884 | $102,382-67.9% | $147,005-77.6% | $80,874-59.3% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 17.42% | 134.89%-117.5pp | 418.76%-401.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $2,463 | $3,715-33.7% | $4,934-50.1% | $2,756-10.6% |
| Participant deferral / active EE | $4,673 | $6,646-29.7% | $8,070-42.1% | $4,297+8.7% |
| Admin fee / account holder | $1,066 | $7,942-86.6% | $13,006-91.8% | $6,935-84.6% |