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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 | $28,485 | $106,008-73.1% | $92,240-69.1% | $147,586-80.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.47% | 50.05%-32.6pp | 176.29%-158.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $5,704 | $4,333+31.6% | $3,680+55.0% | $4,876+17.0% |
| Participant deferral / active EE | $1,186 | $4,478-73.5% | $3,897-69.6% | $5,439-78.2% |
| Admin fee / account holder | $1,691 | $6,333-73.3% | $5,194-67.4% | $10,886-84.5% |