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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 | $67,751 | $106,008-36.1% | $92,240-26.5% | $147,586-54.1% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 15.28% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,221 | $4,333-25.7% | $3,680-12.5% | $4,876-33.9% |
| Participant deferral / active EE | $2,009 | $4,478-55.1% | $3,897-48.5% | $5,439-63.1% |
| Admin fee / account holder | $320 | $6,333-94.9% | $5,194-93.8% | $10,886-97.1% |