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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 | $22,542 | $106,008-78.7% | $92,240-75.6% | $147,586-84.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 24.43% | 50.05%-25.6pp | 176.29%-151.9pp | 578.59%-554.2pp |
| Employer contribution / active EE | $3,163 | $4,333-27.0% | $3,680-14.0% | $4,876-35.1% |
| Participant deferral / active EE | $1,915 | $4,478-57.2% | $3,897-50.9% | $5,439-64.8% |
| Admin fee / account holder | $1,469 | $6,333-76.8% | $5,194-71.7% | $10,886-86.5% |