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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 | $79,392 | $99,009-19.8% | $86,581-8.3% | $147,585-46.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 21.67% | 1312.70%-1291.0pp | 965.06%-943.4pp | 578.58%-556.9pp |
| Employer contribution / active EE | $1,706 | $3,132-45.5% | $2,840-39.9% | $4,876-65.0% |
| Participant deferral / active EE | $6,900 | $3,972+73.7% | $3,609+91.2% | $5,439+26.9% |
| Admin fee / account holder | $1,136 | $5,709-80.1% | $4,904-76.8% | $10,886-89.6% |