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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 | $58,080 | $102,382-43.3% | $147,005-60.5% | $80,874-28.2% |
| Participation rate | 75.4% | 75.8%-0.5pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 14.79% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,701 | $3,715-54.2% | $4,934-65.5% | $2,756-38.3% |
| Participant deferral / active EE | $3,293 | $6,646-50.5% | $8,070-59.2% | $4,297-23.4% |
| Admin fee / account holder | $2,872 | $7,942-63.8% | $13,006-77.9% | $6,935-58.6% |