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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 | $102,382-70.4% | $147,005-79.4% | $80,874-62.5% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.54% | 134.89%-119.4pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,759 | $3,715-25.7% | $4,934-44.1% | $2,756+0.1% |
| Participant deferral / active EE | $8,059 | $6,646+21.3% | $8,070-0.1% | $4,297+87.6% |
| Admin fee / account holder | $7,992 | $7,942+0.6% | $13,006-38.6% | $6,935+15.2% |