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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 | $29,259 | $175,231-83.3% | $149,696-80.5% | $139,466-79.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 93.67% | 166.77%-73.1pp | 134.46%-40.8pp | 373.66%-280.0pp |
| Employer contribution / active EE | $2,835 | $5,478-48.2% | $4,821-41.2% | $4,754-40.4% |
| Participant deferral / active EE | $3,716 | $6,521-43.0% | $5,682-34.6% | $6,712-44.6% |
| Admin fee / account holder | $1,694 | $16,155-89.5% | $13,212-87.2% | $11,409-85.2% |