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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 | $83,023 | $106,008-21.7% | $92,240-10.0% | $147,586-43.7% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 20.03% | 50.05%-30.0pp | 176.29%-156.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,808 | $4,333-58.3% | $3,680-50.9% | $4,876-62.9% |
| Participant deferral / active EE | $3,936 | $4,478-12.1% | $3,897+1.0% | $5,439-27.6% |
| Admin fee / account holder | $1,191 | $6,333-81.2% | $5,194-77.1% | $10,886-89.1% |