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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 | $69,272 | $90,614-23.6% | $76,089-9.0% | $145,877-52.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.1%+2.3pp | 80.3%-8.9pp |
| Annual return | 11.58% | 623.80%-612.2pp | 360.94%-349.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,437 | $3,324-56.8% | $2,690-46.6% | $4,663-69.2% |
| Participant deferral / active EE | $4,156 | $5,168-19.6% | $4,259-2.4% | $6,691-37.9% |
| Admin fee / account holder | $779 | $8,376-90.7% | $6,418-87.9% | $13,402-94.2% |