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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 | $102,422-67.9% | $147,117-77.6% | $80,959-59.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 17.42% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,463 | $3,717-33.7% | $4,932-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $4,673 | $6,652-29.8% | $8,065-42.1% | $4,300+8.7% |
| Admin fee / account holder | $1,066 | $7,953-86.6% | $12,993-91.8% | $6,925-84.6% |