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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 | $45,661 | $100,203-54.4% | $85,240-46.4% | $145,897-68.7% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+21.9pp | 80.3%+9.2pp |
| Annual return | 15.28% | 84.28%-69.0pp | 66.75%-51.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,599 | $3,242-50.7% | $2,735-41.5% | $4,663-65.7% |
| Participant deferral / active EE | $3,121 | $5,299-41.1% | $4,527-31.1% | $6,689-53.3% |
| Admin fee / account holder | $491 | $7,265-93.2% | $6,165-92.0% | $13,390-96.3% |