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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 | $111,878-51.7% | $93,727-42.3% | $145,897-62.9% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 15.17% | 204.28%-189.1pp | 133.83%-118.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,269 | $3,092-59.0% | $2,421-47.6% | $4,663-72.8% |
| Participant deferral / active EE | $3,308 | $4,920-32.8% | $4,417-25.1% | $6,689-50.5% |
| Admin fee / account holder | $781 | $10,256-92.4% | $8,292-90.6% | $13,390-94.2% |