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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 | $4,046 | $72,071-94.4% | $68,368-94.1% | $137,256-97.1% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.0%-3.8pp |
| Annual return | 39.77% | 353.14%-313.4pp | 292.57%-252.8pp | 220.34%-180.6pp |
| Employer contribution / active EE | $1,280 | $2,788-54.1% | $2,649-51.7% | $4,156-69.2% |
| Participant deferral / active EE | $1,596 | $4,410-63.8% | $4,123-61.3% | $6,407-75.1% |
| Admin fee / account holder | $985 | $5,336-81.5% | $5,150-80.9% | $12,270-92.0% |