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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 | $46,015 | $84,713-45.7% | $75,717-39.2% | $167,518-72.5% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.8%+3.7pp | 82.1%-3.5pp |
| Annual return | 10.21% | 199.49%-189.3pp | 104.58%-94.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $941 | $3,229-70.8% | $2,743-65.7% | $4,838-80.5% |
| Participant deferral / active EE | $1,899 | $4,578-58.5% | $3,821-50.3% | $6,342-70.1% |
| Admin fee / account holder | $19,594 | $5,357+265.8% | $3,619+441.4% | $12,312+59.1% |