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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 | $74,137 | $102,382-27.6% | $147,005-49.6% | $80,874-8.3% |
| Participation rate | 79.5% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 12.58% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,907 | $3,715+32.1% | $4,934-0.5% | $2,756+78.1% |
| Participant deferral / active EE | $9,701 | $6,646+46.0% | $8,070+20.2% | $4,297+125.8% |
| Admin fee / account holder | $1,324 | $7,942-83.3% | $13,006-89.8% | $6,935-80.9% |