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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 | $54,878 | $103,038-46.7% | $90,324-39.2% | $152,909-64.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 30.55% | 95.25%-64.7pp | 78.15%-47.6pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,277 | $3,141-59.3% | $2,856-55.3% | $4,764-73.2% |
| Participant deferral / active EE | $4,780 | $4,282+11.6% | $3,885+23.0% | $5,851-18.3% |
| Admin fee / account holder | $533 | $6,177-91.4% | $5,356-90.1% | $11,601-95.4% |