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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 | $48,308 | $102,393-52.8% | $147,041-67.1% | $80,911-40.3% |
| Participation rate | 79.4% | 75.9%+3.6pp | 82.2%-2.8pp | 67.6%+11.8pp |
| Annual return | 17.33% | 134.95%-117.6pp | 419.21%-401.9pp | 35.63%-18.3pp |
| Employer contribution / active EE | $4,059 | $3,715+9.2% | $4,935-17.8% | $2,756+47.3% |
| Participant deferral / active EE | $8,100 | $6,647+21.9% | $8,071+0.4% | $4,297+88.5% |
| Admin fee / account holder | $1,179 | $7,943-85.2% | $13,006-90.9% | $6,935-83.0% |