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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 | $57,329 | $77,145-25.7% | $108,410-47.1% | $85,856-33.2% |
| Participation rate | 73.9% | 74.7%-0.8pp | 80.1%-6.2pp | 69.3%+4.6pp |
| Annual return | 13.74% | 44.54%-30.8pp | 905.34%-891.6pp | 318.58%-304.8pp |
| Employer contribution / active EE | $2,525 | $2,379+6.1% | $3,558-29.0% | $2,565-1.6% |
| Participant deferral / active EE | $5,397 | $5,566-3.0% | $6,562-17.8% | $3,952+36.6% |
| Admin fee / account holder | $4,220 | $5,172-18.4% | $7,296-42.2% | $6,261-32.6% |