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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 | $40,731 | $102,393-60.2% | $147,041-72.3% | $80,911-49.7% |
| Participation rate | 87.2% | 75.9%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 15.02% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $4,554 | $3,715+22.6% | $4,935-7.7% | $2,756+65.2% |
| Participant deferral / active EE | $7,781 | $6,647+17.1% | $8,071-3.6% | $4,297+81.1% |
| Admin fee / account holder | $2,462 | $7,943-69.0% | $13,006-81.1% | $6,935-64.5% |