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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 | $42,717 | $95,188-55.1% | $76,518-44.2% | $135,380-68.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | 66.70% | 4.85%+61.9pp | -0.27%+67.0pp | 519.81%-453.1pp |
| Employer contribution / active EE | $12,180 | $3,303+268.8% | $2,647+360.1% | $4,779+154.9% |
| Participant deferral / active EE | $8,038 | $4,640+73.2% | $3,836+109.5% | $5,609+43.3% |
| Admin fee / account holder | $398 | $6,249-93.6% | $4,849-91.8% | $10,828-96.3% |