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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 | $72,053 | $96,691-25.5% | $86,656-16.9% | $139,487-48.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.57% | 106.87%-86.3pp | 593.09%-572.5pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,984 | $3,267-39.3% | $3,025-34.4% | $4,755-58.3% |
| Participant deferral / active EE | $7,864 | $4,838+62.6% | $4,439+77.2% | $6,713+17.2% |
| Admin fee / account holder | $454 | $6,414-92.9% | $5,619-91.9% | $11,407-96.0% |