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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 | $36,971 | $73,518-49.7% | $63,005-41.3% | $147,585-74.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 18.04% | 175.46%-157.4pp | 87.59%-69.6pp | 578.58%-560.5pp |
| Employer contribution / active EE | $2,717 | $3,322-18.2% | $2,760-1.6% | $4,876-44.3% |
| Participant deferral / active EE | $6,040 | $4,183+44.4% | $3,329+81.4% | $5,439+11.1% |
| Admin fee / account holder | $645 | $5,952-89.2% | $3,599-82.1% | $10,886-94.1% |