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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 | $54,077 | $111,814-51.6% | $93,654-42.3% | $145,959-63.0% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 15.17% | 203.30%-188.1pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,269 | $3,092-59.0% | $2,421-47.6% | $4,661-72.8% |
| Participant deferral / active EE | $3,308 | $4,914-32.7% | $4,413-25.0% | $6,689-50.5% |
| Admin fee / account holder | $781 | $10,246-92.4% | $8,282-90.6% | $13,398-94.2% |