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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 | $79,414 | $90,607-12.4% | $79,467-0.1% | $135,380-41.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 13.68% | 977.74%-964.1pp | 718.30%-704.6pp | 519.81%-506.1pp |
| Employer contribution / active EE | $2,316 | $3,068-24.5% | $2,800-17.3% | $4,779-51.5% |
| Participant deferral / active EE | $11,103 | $4,050+174.1% | $3,704+199.8% | $5,609+98.0% |
| Admin fee / account holder | $1,988 | $5,895-66.3% | $5,104-61.0% | $10,828-81.6% |