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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 | $104,555 | $144,130-27.5% | $117,861-11.3% | $147,586-29.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 12.94% | 531.20%-518.3pp | 335.11%-322.2pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,713 | $4,897-65.0% | $3,786-54.8% | $4,876-64.9% |
| Participant deferral / active EE | $3,763 | $5,316-29.2% | $4,482-16.0% | $5,439-30.8% |
| Admin fee / account holder | $813 | $10,887-92.5% | $8,021-89.9% | $10,886-92.5% |