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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 | $52,874 | $175,259-69.8% | $149,723-64.7% | $139,487-62.1% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 16.86% | 166.82%-150.0pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,042 | $5,478-62.7% | $4,821-57.6% | $4,755-57.1% |
| Participant deferral / active EE | $4,970 | $6,522-23.8% | $5,682-12.5% | $6,713-26.0% |
| Admin fee / account holder | $1,531 | $16,158-90.5% | $13,215-88.4% | $11,407-86.6% |