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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 | $53,914 | $106,008-49.1% | $92,240-41.6% | $147,586-63.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 11.24% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,690 | $4,333-61.0% | $3,680-54.1% | $4,876-65.3% |
| Participant deferral / active EE | $2,194 | $4,478-51.0% | $3,897-43.7% | $5,439-59.7% |
| Admin fee / account holder | $3,718 | $6,333-41.3% | $5,194-28.4% | $10,886-65.8% |