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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 | $44,723 | $96,643-53.7% | $86,617-48.4% | $139,456-67.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 21.77% | 106.57%-84.8pp | 591.91%-570.1pp | 373.45%-351.7pp |
| Employer contribution / active EE | $1,469 | $3,264-55.0% | $3,023-51.4% | $4,753-69.1% |
| Participant deferral / active EE | $3,930 | $4,835-18.7% | $4,437-11.4% | $6,711-41.4% |
| Admin fee / account holder | $793 | $6,406-87.6% | $5,613-85.9% | $11,407-93.1% |