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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 | $44,114 | $106,008-58.4% | $92,240-52.2% | $147,586-70.1% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,396 | $4,333-67.8% | $3,680-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $2,739 | $4,478-38.8% | $3,897-29.7% | $5,439-49.6% |
| Admin fee / account holder | $3,935 | $6,333-37.9% | $5,194-24.2% | $10,886-63.8% |