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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 | $75,767 | $111,785-32.2% | $93,669-19.1% | $145,877-48.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.67% | 203.79%-187.1pp | 133.59%-116.9pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,682 | $3,096-45.7% | $2,424-30.6% | $4,663-63.9% |
| Participant deferral / active EE | $1,829 | $4,919-62.8% | $4,416-58.6% | $6,691-72.7% |
| Admin fee / account holder | $660 | $10,256-93.6% | $8,291-92.0% | $13,402-95.1% |