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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 | $57,684 | $99,011-41.7% | $86,582-33.4% | $147,586-60.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.59% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $418 | $3,132-86.6% | $2,839-85.3% | $4,876-91.4% |
| Participant deferral / active EE | $1,951 | $3,972-50.9% | $3,609-45.9% | $5,439-64.1% |
| Admin fee / account holder | $12,818 | $5,709+124.5% | $4,904+161.4% | $10,886+17.8% |