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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 | $31,286 | $56,116-44.2% | $135,768-77.0% | $86,983-64.0% |
| Participation rate | 78.4% | 60.1%+18.2pp | 71.1%+7.3pp | 69.5%+8.8pp |
| Annual return | 80.74% | 125.33%-44.6pp | 526.10%-445.4pp | 25.83%+54.9pp |
| Employer contribution / active EE | $3,023 | $1,528+97.8% | $3,394-10.9% | $2,584+17.0% |
| Participant deferral / active EE | $7,942 | $2,690+195.3% | $3,977+99.7% | $4,194+89.4% |
| Admin fee / account holder | $363 | $4,314-91.6% | $7,048-94.8% | $7,856-95.4% |