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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 | $31,915 | $96,361-66.9% | $80,607-60.4% | $139,456-77.1% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 12.53% | 1350.95%-1338.4pp | 936.11%-923.6pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,729 | $3,262-47.0% | $2,724-36.5% | $4,753-63.6% |
| Participant deferral / active EE | $4,626 | $5,232-11.6% | $4,448+4.0% | $6,711-31.1% |
| Admin fee / account holder | $4,115 | $6,601-37.7% | $5,379-23.5% | $11,407-63.9% |