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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 | $32,864 | $102,393-67.9% | $147,041-77.6% | $80,911-59.4% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 19.34% | 134.95%-115.6pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $2,365 | $3,715-36.4% | $4,935-52.1% | $2,756-14.2% |
| Participant deferral / active EE | $4,275 | $6,647-35.7% | $8,071-47.0% | $4,297-0.5% |
| Admin fee / account holder | $3,871 | $7,943-51.3% | $13,006-70.2% | $6,935-44.2% |