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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 | $33,162 | $154,754-78.6% | $124,206-73.3% | $138,895-76.1% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.6%+9.4pp | 79.9%-1.0pp |
| Annual return | 11.08% | 709.28%-698.2pp | 515.27%-504.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,079 | $4,446-53.2% | $3,540-41.3% | $4,194-50.4% |
| Participant deferral / active EE | $1,082 | $4,621-76.6% | $3,968-72.7% | $6,396-83.1% |
| Admin fee / account holder | $5,166 | $6,690-22.8% | $5,929-12.9% | $12,562-58.9% |