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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 | $56,802 | $102,663-44.7% | $86,216-34.1% | $139,466-59.3% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 18.62% | 1924.52%-1905.9pp | 1169.42%-1150.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $808 | $3,035-73.4% | $2,382-66.1% | $4,754-83.0% |
| Participant deferral / active EE | $3,409 | $4,677-27.1% | $3,986-14.5% | $6,712-49.2% |
| Admin fee / account holder | $1,571 | $8,663-81.9% | $6,853-77.1% | $11,409-86.2% |