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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 | $40,270 | $102,393-60.7% | $147,041-72.6% | $80,911-50.2% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 16.03% | 134.95%-118.9pp | 419.21%-403.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,474 | $3,715-33.4% | $4,935-49.9% | $2,756-10.2% |
| Participant deferral / active EE | $3,732 | $6,647-43.9% | $8,071-53.8% | $4,297-13.1% |
| Admin fee / account holder | $7,497 | $7,943-5.6% | $13,006-42.4% | $6,935+8.1% |