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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 | $63,533 | $106,918-40.6% | $84,021-24.4% | $152,897-58.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 15.01% | 105.01%-90.0pp | 71.32%-56.3pp | 345.43%-330.4pp |
| Employer contribution / active EE | $1,233 | $2,735-54.9% | $1,984-37.8% | $4,764-74.1% |
| Participant deferral / active EE | $5,165 | $4,012+28.7% | $3,239+59.5% | $5,851-11.7% |
| Admin fee / account holder | $558 | $8,288-93.3% | $6,102-90.9% | $11,599-95.2% |