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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 | $29,000 | $165,361-82.5% | $149,715-80.6% | $158,950-81.8% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 65.29% | 348.24%-282.9pp | 276.66%-211.4pp | 302.91%-237.6pp |
| Employer contribution / active EE | $3,435 | $5,103-32.7% | $4,645-26.0% | $4,762-27.9% |
| Participant deferral / active EE | $7,242 | $7,182+0.8% | $6,842+5.8% | $5,983+21.0% |
| Admin fee / account holder | $711 | $10,808-93.4% | $9,310-92.4% | $11,248-93.7% |