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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 | $101,539-53.9% | $147,041-68.2% | $74,400-37.1% |
| Participation rate | 74.4% | 75.5%-1.2pp | 82.2%-7.8pp | 67.2%+7.1pp |
| Annual return | 16.00% | 8740.84%-8724.8pp | 419.21%-403.2pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $1,617 | $3,811-57.6% | $4,935-67.2% | $2,624-38.4% |
| Participant deferral / active EE | $5,646 | $7,304-22.7% | $8,071-30.1% | $4,348+29.8% |
| Admin fee / account holder | $9,834 | $1,749+462.2% | $13,006-24.4% | $1,944+406.0% |