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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 | $82,428 | $106,005-22.2% | $92,239-10.6% | $147,585-44.1% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 13.92% | 50.05%-36.1pp | 176.29%-162.4pp | 578.58%-564.7pp |
| Employer contribution / active EE | $1,219 | $4,333-71.9% | $3,680-66.9% | $4,876-75.0% |
| Participant deferral / active EE | $4,876 | $4,478+8.9% | $3,897+25.1% | $5,439-10.4% |
| Admin fee / account holder | $19,045 | $6,333+200.7% | $5,194+266.7% | $10,886+75.0% |