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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 | $21,083 | $90,691-76.8% | $76,119-72.3% | $145,884-85.5% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.1%+1.5pp | 80.3%-9.7pp |
| Annual return | 13.67% | 624.52%-610.9pp | 361.25%-347.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,510 | $3,329-54.6% | $2,693-43.9% | $4,662-67.6% |
| Participant deferral / active EE | $3,870 | $5,167-25.1% | $4,259-9.1% | $6,690-42.1% |
| Admin fee / account holder | $972 | $8,383-88.4% | $6,421-84.9% | $13,392-92.7% |