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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 | $90,430 | $232,540-61.1% | $185,117-51.1% | $147,586-38.7% |
| Participation rate | 73.7% | 82.4%-8.7pp | 77.3%-3.6pp | 82.8%-9.1pp |
| Annual return | 243.44% | 43.03%+200.4pp | 40.50%+202.9pp | 578.59%-335.2pp |
| Employer contribution / active EE | $2,244 | $5,195-56.8% | $4,182-46.3% | $4,876-54.0% |
| Participant deferral / active EE | $8,212 | $5,834+40.8% | $5,045+62.8% | $5,439+51.0% |
| Admin fee / account holder | $1,754 | $10,275-82.9% | $8,159-78.5% | $10,886-83.9% |