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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 | $25,048 | $157,296-84.1% | $141,191-82.3% | $152,897-83.6% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 639.29% | 64.34%+575.0pp | 71.41%+567.9pp | 345.43%+293.9pp |
| Employer contribution / active EE | $3,344 | $5,262-36.4% | $4,736-29.4% | $4,764-29.8% |
| Participant deferral / active EE | $5,186 | $7,111-27.1% | $6,710-22.7% | $5,851-11.4% |
| Admin fee / account holder | $1,568 | $12,125-87.1% | $10,264-84.7% | $11,599-86.5% |