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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 | $32,857 | $106,008-69.0% | $92,240-64.4% | $147,586-77.7% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 25.71% | 50.05%-24.3pp | 176.29%-150.6pp | 578.59%-552.9pp |
| Employer contribution / active EE | $2,093 | $4,333-51.7% | $3,680-43.1% | $4,876-57.1% |
| Participant deferral / active EE | $3,818 | $4,478-14.7% | $3,897-2.0% | $5,439-29.8% |
| Admin fee / account holder | $302 | $6,333-95.2% | $5,194-94.2% | $10,886-97.2% |