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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 | $85,500 | $102,595-16.7% | $94,057-9.1% | $154,746-44.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 18.42% | 583.42%-565.0pp | 480.62%-462.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,446 | $3,147-54.1% | $2,933-50.7% | $4,379-67.0% |
| Participant deferral / active EE | $13,465 | $5,118+163.1% | $4,709+185.9% | $6,730+100.1% |
| Admin fee / account holder | $742 | $7,736-90.4% | $7,244-89.8% | $14,365-94.8% |