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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 | $38,840 | $102,385-62.1% | $147,080-73.6% | $80,935-52.0% |
| Participation rate | 81.0% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 14.81% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,360 | $3,717-63.4% | $4,933-72.4% | $2,757-50.7% |
| Participant deferral / active EE | $3,551 | $6,651-46.6% | $8,066-56.0% | $4,299-17.4% |
| Admin fee / account holder | $1,359 | $7,951-82.9% | $12,989-89.5% | $6,924-80.4% |