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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 | $43,898 | $114,093-61.5% | $96,171-54.4% | $167,536-73.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 10.75% | 190.00%-179.3pp | 192.04%-181.3pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,976 | $3,429-42.4% | $2,799-29.4% | $4,839-59.2% |
| Participant deferral / active EE | $4,740 | $5,197-8.8% | $4,350+9.0% | $6,342-25.3% |
| Admin fee / account holder | $14,059 | $6,899+103.8% | $5,538+153.8% | $12,315+14.2% |