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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 | $57,800 | $175,231-67.0% | $149,696-61.4% | $139,466-58.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 66.57% | 166.77%-100.2pp | 134.46%-67.9pp | 373.66%-307.1pp |
| Employer contribution / active EE | $2,052 | $5,478-62.5% | $4,821-57.4% | $4,754-56.8% |
| Participant deferral / active EE | $3,093 | $6,521-52.6% | $5,682-45.6% | $6,712-53.9% |
| Admin fee / account holder | $458 | $16,155-97.2% | $13,212-96.5% | $11,409-96.0% |