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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 | $102,385-26.4% | $147,080-48.8% | $80,935-6.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 20.04% | 135.09%-115.1pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $2,303 | $3,717-38.0% | $4,933-53.3% | $2,757-16.5% |
| Participant deferral / active EE | $3,625 | $6,651-45.5% | $8,066-55.1% | $4,299-15.7% |
| Admin fee / account holder | $4,788 | $7,951-39.8% | $12,989-63.1% | $6,924-30.8% |