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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 | $39,907 | $99,995-60.1% | $85,063-53.1% | $145,978-72.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.46% | 83.99%-68.5pp | 66.54%-51.1pp | 550.52%-535.1pp |
| Employer contribution / active EE | $6,459 | $3,231+99.9% | $2,727+136.8% | $4,662+38.5% |
| Participant deferral / active EE | $7,791 | $5,295+47.1% | $4,523+72.3% | $6,690+16.5% |
| Admin fee / account holder | $1,321 | $7,255-81.8% | $6,155-78.5% | $13,400-90.1% |