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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 | $54,582 | $99,011-44.9% | $86,582-37.0% | $147,586-63.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.94% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,534 | $3,132-51.0% | $2,839-46.0% | $4,876-68.5% |
| Participant deferral / active EE | $1,299 | $3,972-67.3% | $3,609-64.0% | $5,439-76.1% |
| Admin fee / account holder | $11,184 | $5,709+95.9% | $4,904+128.1% | $10,886+2.7% |