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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 | $27,414 | $159,934-82.9% | $147,005-81.4% | $145,959-81.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.13% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,365 | $5,287-55.3% | $4,934-52.1% | $4,661-49.3% |
| Participant deferral / active EE | $5,469 | $8,427-35.1% | $8,070-32.2% | $6,689-18.2% |
| Admin fee / account holder | $46,032 | $15,053+205.8% | $13,006+253.9% | $13,398+243.6% |