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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 | $72,064 | $226,135-68.1% | $182,558-60.5% | $152,909-52.9% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.5%-0.1pp |
| Annual return | 20.92% | 192.60%-171.7pp | 148.59%-127.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,678 | $4,979-66.3% | $4,076-58.8% | $4,764-64.8% |
| Participant deferral / active EE | $3,432 | $6,371-46.1% | $5,526-37.9% | $5,851-41.4% |
| Admin fee / account holder | $907 | $10,707-91.5% | $8,594-89.4% | $11,601-92.2% |