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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 | $79,287 | $106,008-25.2% | $92,240-14.0% | $147,586-46.3% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 17.22% | 50.05%-32.8pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,680-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $2,355 | $4,478-47.4% | $3,897-39.6% | $5,439-56.7% |
| Admin fee / account holder | $5,160 | $6,333-18.5% | $5,194-0.7% | $10,886-52.6% |