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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 | $22,343 | $73,518-69.6% | $63,005-64.5% | $147,585-84.9% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.8%-2.6pp | 82.8%-10.6pp |
| Annual return | 401.07% | 175.46%+225.6pp | 87.59%+313.5pp | 578.58%-177.5pp |
| Employer contribution / active EE | $2,033 | $3,322-38.8% | $2,760-26.3% | $4,876-58.3% |
| Participant deferral / active EE | $3,027 | $4,183-27.6% | $3,329-9.1% | $5,439-44.3% |
| Admin fee / account holder | $355 | $5,952-94.0% | $3,599-90.1% | $10,886-96.7% |