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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 | $54,073 | $109,905-50.8% | $98,506-45.1% | $167,553-67.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.89% | 1960.20%-1946.3pp | 1494.92%-1481.0pp | 478.89%-465.0pp |
| Employer contribution / active EE | $729 | $3,226-77.4% | $2,961-75.4% | $4,840-84.9% |
| Participant deferral / active EE | $1,220 | $4,674-73.9% | $4,277-71.5% | $6,343-80.8% |
| Admin fee / account holder | $800 | $6,760-88.2% | $5,955-86.6% | $12,316-93.5% |