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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 | $73,518-12.7% | $63,003+1.8% | $147,585-56.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 16.72% | 175.46%-158.7pp | 87.59%-70.9pp | 578.57%-561.9pp |
| Employer contribution / active EE | $1,050 | $3,322-68.4% | $2,760-61.9% | $4,876-78.5% |
| Participant deferral / active EE | $4,950 | $4,183+18.3% | $3,329+48.7% | $5,439-9.0% |
| Admin fee / account holder | $6,957 | $5,952+16.9% | $3,600+93.2% | $10,885-36.1% |