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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 | $62,223 | $111,785-44.3% | $93,669-33.6% | $145,877-57.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.11% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,062 | $3,096-65.7% | $2,424-56.2% | $4,663-77.2% |
| Participant deferral / active EE | $1,616 | $4,919-67.1% | $4,416-63.4% | $6,691-75.8% |
| Admin fee / account holder | $451 | $10,256-95.6% | $8,291-94.6% | $13,402-96.6% |