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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 | $64,161 | $73,546-12.8% | $63,018+1.8% | $147,586-56.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 16.72% | 175.56%-158.8pp | 87.62%-70.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,050 | $3,324-68.4% | $2,761-62.0% | $4,876-78.5% |
| Participant deferral / active EE | $4,950 | $4,185+18.3% | $3,330+48.7% | $5,439-9.0% |
| Admin fee / account holder | $6,957 | $5,956+16.8% | $3,601+93.2% | $10,886-36.1% |