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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 | $58,132 | $102,595-43.3% | $94,057-38.2% | $154,746-62.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 13.98% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,162 | $3,147-63.1% | $2,933-60.4% | $4,379-73.5% |
| Participant deferral / active EE | $5,040 | $5,118-1.5% | $4,709+7.0% | $6,730-25.1% |
| Admin fee / account holder | $1,021 | $7,736-86.8% | $7,244-85.9% | $14,365-92.9% |