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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 | $92,249 | $114,093-19.1% | $96,171-4.1% | $167,536-44.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 9.34% | 190.00%-180.7pp | 192.04%-182.7pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,455 | $3,429-57.6% | $2,799-48.0% | $4,839-69.9% |
| Participant deferral / active EE | $2,040 | $5,197-60.7% | $4,350-53.1% | $6,342-67.8% |
| Admin fee / account holder | $503 | $6,899-92.7% | $5,538-90.9% | $12,315-95.9% |