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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 | $30,328 | $102,429-70.4% | $147,096-79.4% | $80,925-62.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 15.54% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,759 | $3,716-25.8% | $4,936-44.1% | $2,756+0.1% |
| Participant deferral / active EE | $8,059 | $6,649+21.2% | $8,071-0.2% | $4,299+87.5% |
| Admin fee / account holder | $7,992 | $7,957+0.4% | $13,005-38.5% | $6,940+15.2% |