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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 | $75,328 | $102,393-26.4% | $147,041-48.8% | $80,911-6.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 20.04% | 134.95%-114.9pp | 419.21%-399.2pp | 35.63%-15.6pp |
| Employer contribution / active EE | $2,303 | $3,715-38.0% | $4,935-53.3% | $2,756-16.4% |
| Participant deferral / active EE | $3,625 | $6,647-45.5% | $8,071-55.1% | $4,297-15.6% |
| Admin fee / account holder | $4,788 | $7,943-39.7% | $13,006-63.2% | $6,935-31.0% |