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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 | $57,586 | $77,157-25.4% | $108,405-46.9% | $85,847-32.9% |
| Participation rate | 81.5% | 74.7%+6.8pp | 80.1%+1.3pp | 69.3%+12.2pp |
| Annual return | 14.16% | 44.55%-30.4pp | 905.55%-891.4pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,019 | $2,379-57.2% | $3,559-71.4% | $2,565-60.3% |
| Participant deferral / active EE | $6,829 | $5,567+22.7% | $6,563+4.1% | $3,952+72.8% |
| Admin fee / account holder | $740 | $5,174-85.7% | $7,297-89.9% | $6,261-88.2% |