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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 | $46,785 | $101,653-54.0% | $147,080-68.2% | $74,459-37.2% |
| Participation rate | 74.4% | 75.6%-1.2pp | 82.2%-7.8pp | 67.2%+7.1pp |
| Annual return | 16.00% | 8754.98%-8739.0pp | 420.17%-404.2pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,617 | $3,813-57.6% | $4,933-67.2% | $2,626-38.4% |
| Participant deferral / active EE | $5,646 | $7,304-22.7% | $8,066-30.0% | $4,350+29.8% |
| Admin fee / account holder | $9,834 | $1,752+461.5% | $12,989-24.3% | $1,945+405.7% |