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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 | $29,025 | $73,546-60.5% | $63,018-53.9% | $147,586-80.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 15.64% | 175.56%-159.9pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,678 | $3,324-49.5% | $2,761-39.2% | $4,876-65.6% |
| Participant deferral / active EE | $1,678 | $4,185-59.9% | $3,330-49.6% | $5,439-69.1% |
| Admin fee / account holder | $4,568 | $5,956-23.3% | $3,601+26.9% | $10,886-58.0% |