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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 | $34,543 | $105,200-67.2% | $159,474-78.3% | $85,847-59.8% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 92.43% | 45.08%+47.4pp | 263.68%-171.2pp | 318.61%-226.2pp |
| Employer contribution / active EE | $1,143 | $3,319-65.6% | $4,831-76.3% | $2,565-55.5% |
| Participant deferral / active EE | $2,946 | $5,946-50.4% | $7,353-59.9% | $3,952-25.5% |
| Admin fee / account holder | $5,355 | $6,934-22.8% | $10,802-50.4% | $6,261-14.5% |