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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 | $24,620 | $106,001-76.8% | $92,235-73.3% | $147,585-83.3% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 13.72% | 50.05%-36.3pp | 176.28%-162.6pp | 578.56%-564.8pp |
| Employer contribution / active EE | $2,683 | $4,333-38.1% | $3,679-27.1% | $4,876-45.0% |
| Participant deferral / active EE | $4,678 | $4,478+4.5% | $3,897+20.0% | $5,439-14.0% |
| Admin fee / account holder | $1,756 | $6,332-72.3% | $5,194-66.2% | $10,885-83.9% |