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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 | $71,509 | $102,393-30.2% | $147,041-51.4% | $80,911-11.6% |
| Participation rate | 92.4% | 75.9%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 19.67% | 134.95%-115.3pp | 419.21%-399.5pp | 35.63%-16.0pp |
| Employer contribution / active EE | $2,007 | $3,715-46.0% | $4,935-59.3% | $2,756-27.2% |
| Participant deferral / active EE | $9,037 | $6,647+36.0% | $8,071+12.0% | $4,297+110.3% |
| Admin fee / account holder | $2,902 | $7,943-63.5% | $13,006-77.7% | $6,935-58.1% |