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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 | $67,422 | $102,382-34.1% | $147,005-54.1% | $80,874-16.6% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.4pp | 67.6%+15.0pp |
| Annual return | 15.54% | 134.89%-119.4pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,165 | $3,715-68.6% | $4,934-76.4% | $2,756-57.7% |
| Participant deferral / active EE | $4,750 | $6,646-28.5% | $8,070-41.1% | $4,297+10.5% |
| Admin fee / account holder | $2,948 | $7,942-62.9% | $13,006-77.3% | $6,935-57.5% |