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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 | $45,099 | $106,008-57.5% | $92,240-51.1% | $147,586-69.4% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 12.12% | 50.05%-37.9pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $716 | $4,333-83.5% | $3,680-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $1,588 | $4,478-64.5% | $3,897-59.2% | $5,439-70.8% |
| Admin fee / account holder | $9,629 | $6,333+52.0% | $5,194+85.4% | $10,886-11.5% |