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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 | $88,541 | $155,833-43.2% | $124,693-29.0% | $167,536-47.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 12.98% | 17.98%-5.0pp | 5144.19%-5131.2pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,827 | $4,164-56.1% | $3,324-45.0% | $4,839-62.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,411 | $9,534-53.7% | $7,494-41.1% | $12,315-64.2% |