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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 | $43,472 | $96,678-55.0% | $86,640-49.8% | $139,466-68.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.35% | 106.69%-87.3pp | 592.52%-573.2pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,326 | $3,265-59.4% | $3,024-56.2% | $4,754-72.1% |
| Participant deferral / active EE | $1,676 | $4,837-65.4% | $4,438-62.2% | $6,712-75.0% |
| Admin fee / account holder | $572 | $6,410-91.1% | $5,616-89.8% | $11,409-95.0% |