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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 | $55,071 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.3pp | 80.3%-6.4pp |
| Annual return | 12.20% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,543 | $5,285-51.9% | $4,932-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $4,829 | $8,419-42.6% | $8,065-40.1% | $6,689-27.8% |
| Admin fee / account holder | $6,306 | $15,035-58.1% | $12,993-51.5% | $13,390-52.9% |