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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 | $38,505 | $102,385-62.4% | $147,080-73.8% | $80,935-52.4% |
| Participation rate | 70.2% | 75.9%-5.7pp | 82.2%-12.0pp | 67.7%+2.5pp |
| Annual return | 19.55% | 135.09%-115.5pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $3,173 | $3,717-14.6% | $4,933-35.7% | $2,757+15.1% |
| Participant deferral / active EE | $5,540 | $6,651-16.7% | $8,066-31.3% | $4,299+28.8% |
| Admin fee / account holder | $2,816 | $7,951-64.6% | $12,989-78.3% | $6,924-59.3% |