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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 | $71,455 | $100,203-28.7% | $85,240-16.2% | $145,897-51.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 16.40% | 84.28%-67.9pp | 66.75%-50.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,388 | $3,242-57.2% | $2,735-49.3% | $4,663-70.2% |
| Participant deferral / active EE | $1,511 | $5,299-71.5% | $4,527-66.6% | $6,689-77.4% |
| Admin fee / account holder | $1,633 | $7,265-77.5% | $6,165-73.5% | $13,390-87.8% |