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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 | $56,000 | $155,840-64.1% | $124,694-55.1% | $167,553-66.6% |
| Participation rate | 76.2% | 81.1%-4.9pp | 74.6%+1.6pp | 82.1%-5.9pp |
| Annual return | 13.63% | 17.98%-4.3pp | 5144.82%-5131.2pp | 478.89%-465.3pp |
| Employer contribution / active EE | $1,051 | $4,165-74.8% | $3,325-68.4% | $4,840-78.3% |
| Participant deferral / active EE | $3,915 | $5,675-31.0% | $4,615-15.2% | $6,343-38.3% |
| Admin fee / account holder | $3,566 | $9,536-62.6% | $7,495-52.4% | $12,316-71.0% |