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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 | $60,348 | $106,008-43.1% | $92,240-34.6% | $147,586-59.1% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 54.54% | 50.05%+4.5pp | 176.29%-121.7pp | 578.59%-524.0pp |
| Employer contribution / active EE | $1,955 | $4,333-54.9% | $3,680-46.9% | $4,876-59.9% |
| Participant deferral / active EE | $6,560 | $4,478+46.5% | $3,897+68.3% | $5,439+20.6% |
| Admin fee / account holder | $491 | $6,333-92.3% | $5,194-90.6% | $10,886-95.5% |