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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 | $38,868 | $102,385-62.0% | $147,080-73.6% | $80,935-52.0% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.7%+2.7pp |
| Annual return | 140.90% | 135.09%+5.8pp | 420.17%-279.3pp | 35.66%+105.2pp |
| Employer contribution / active EE | $3,492 | $3,717-6.0% | $4,933-29.2% | $2,757+26.7% |
| Participant deferral / active EE | $8,982 | $6,651+35.1% | $8,066+11.4% | $4,299+108.9% |
| Admin fee / account holder | $4,526 | $7,951-43.1% | $12,989-65.2% | $6,924-34.6% |