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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 | $38,849 | $96,678-59.8% | $86,640-55.2% | $139,466-72.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.94% | 106.69%-83.8pp | 592.52%-569.6pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,325 | $3,265-59.4% | $3,024-56.2% | $4,754-72.1% |
| Participant deferral / active EE | $11,897 | $4,837+146.0% | $4,438+168.0% | $6,712+77.2% |
| Admin fee / account holder | $308 | $6,410-95.2% | $5,616-94.5% | $11,409-97.3% |