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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 | $96,796 | $106,005-8.7% | $92,239+4.9% | $147,585-34.4% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 22.31% | 50.05%-27.7pp | 176.29%-154.0pp | 578.58%-556.3pp |
| Employer contribution / active EE | $1,402 | $4,333-67.6% | $3,680-61.9% | $4,876-71.3% |
| Participant deferral / active EE | $7,977 | $4,478+78.1% | $3,897+104.7% | $5,439+46.7% |
| Admin fee / account holder | $1,808 | $6,333-71.4% | $5,194-65.2% | $10,886-83.4% |