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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 | $30,940 | $96,236-67.8% | $136,072-77.3% | $80,935-61.8% |
| Participation rate | 70.0% | 71.2%-1.2pp | 76.4%-6.4pp | 67.7%+2.3pp |
| Annual return | 113.91% | 28.74%+85.2pp | 580.46%-466.6pp | 35.66%+78.2pp |
| Employer contribution / active EE | $2,292 | $3,350-31.6% | $4,216-45.6% | $2,757-16.8% |
| Participant deferral / active EE | $4,372 | $5,709-23.4% | $7,028-37.8% | $4,299+1.7% |
| Admin fee / account holder | $602 | $8,250-92.7% | $6,718-91.0% | $6,924-91.3% |