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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 | $50,780 | $183,988-72.4% | $162,177-68.7% | $152,897-66.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 17.02% | 150.79%-133.8pp | 115.60%-98.6pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,522 | $6,370-76.1% | $5,613-72.9% | $4,764-68.1% |
| Participant deferral / active EE | $5,378 | $8,032-33.0% | $7,297-26.3% | $5,851-8.1% |
| Admin fee / account holder | $3,102 | $13,123-76.4% | $10,843-71.4% | $11,599-73.3% |