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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 | $31,424 | $96,678-67.5% | $86,640-63.7% | $139,466-77.5% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 19.95% | 106.69%-86.7pp | 592.52%-572.6pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,280 | $3,265-60.8% | $3,024-57.7% | $4,754-73.1% |
| Participant deferral / active EE | $5,121 | $4,837+5.9% | $4,438+15.4% | $6,712-23.7% |
| Admin fee / account holder | $1,723 | $6,410-73.1% | $5,616-69.3% | $11,409-84.9% |