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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 | $82,080 | $150,346-45.4% | $120,524-31.9% | $145,877-43.7% |
| Participation rate | 72.2% | 78.8%-6.6pp | 71.9%+0.3pp | 80.3%-8.1pp |
| Annual return | 14.76% | 154.40%-139.6pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,556 | $4,353-18.3% | $3,469+2.5% | $4,663-23.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,066 | $12,215-91.3% | $9,440-88.7% | $13,402-92.0% |