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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 | $84,343 | $184,000-54.2% | $162,185-48.0% | $152,909-44.8% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.5%-3.9pp |
| Annual return | 28.84% | 150.80%-122.0pp | 115.61%-86.8pp | 345.46%-316.6pp |
| Employer contribution / active EE | $1,933 | $6,370-69.7% | $5,613-65.6% | $4,764-59.4% |
| Participant deferral / active EE | $6,350 | $8,033-21.0% | $7,297-13.0% | $5,851+8.5% |
| Admin fee / account holder | $40,804 | $13,124+210.9% | $10,844+276.3% | $11,601+251.7% |