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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 | $34,083 | $106,003-67.8% | $92,236-63.0% | $147,585-76.9% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 13.50% | 50.05%-36.6pp | 176.29%-162.8pp | 578.57%-565.1pp |
| Employer contribution / active EE | $1,941 | $4,333-55.2% | $3,679-47.2% | $4,876-60.2% |
| Participant deferral / active EE | $4,229 | $4,478-5.6% | $3,897+8.5% | $5,439-22.2% |
| Admin fee / account holder | $19,402 | $6,333+206.4% | $5,194+273.6% | $10,885+78.2% |