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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 | $57,305 | $104,953-45.4% | $84,637-32.3% | $152,909-62.5% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 16.67% | 373.94%-357.3pp | 258.82%-242.2pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,788 | $3,304-45.9% | $2,653-32.6% | $4,764-62.5% |
| Participant deferral / active EE | $4,233 | $4,691-9.7% | $3,900+8.5% | $5,851-27.7% |
| Admin fee / account holder | $1,379 | $6,244-77.9% | $4,914-71.9% | $11,601-88.1% |