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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 | $54,808 | $103,038-46.8% | $90,324-39.3% | $152,909-64.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 18.97% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,082 | $3,141-65.5% | $2,856-62.1% | $4,764-77.3% |
| Participant deferral / active EE | $2,624 | $4,282-38.7% | $3,885-32.5% | $5,851-55.1% |
| Admin fee / account holder | $3,092 | $6,177-49.9% | $5,356-42.3% | $11,601-73.3% |