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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 | $62,304 | $102,663-39.3% | $86,216-27.7% | $139,466-55.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 20.33% | 1924.52%-1904.2pp | 1169.42%-1149.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,692 | $3,035-11.3% | $2,382+13.0% | $4,754-43.4% |
| Participant deferral / active EE | $4,752 | $4,677+1.6% | $3,986+19.2% | $6,712-29.2% |
| Admin fee / account holder | $630 | $8,663-92.7% | $6,853-90.8% | $11,409-94.5% |