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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 | $106,008-67.8% | $92,240-63.0% | $147,586-76.9% |
| 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 | 578.59%-565.1pp |
| Employer contribution / active EE | $1,941 | $4,333-55.2% | $3,680-47.2% | $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+273.5% | $10,886+78.2% |