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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 | $75,127 | $160,040-53.1% | $147,096-48.9% | $145,877-48.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.22% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,699 | $5,289-67.9% | $4,936-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $4,050 | $8,429-52.0% | $8,071-49.8% | $6,691-39.5% |
| Admin fee / account holder | $30,216 | $15,050+100.8% | $13,005+132.3% | $13,402+125.5% |