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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 | $64,322 | $96,643-33.4% | $86,617-25.7% | $139,456-53.9% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 22.45% | 106.57%-84.1pp | 591.91%-569.5pp | 373.45%-351.0pp |
| Employer contribution / active EE | $2,995 | $3,264-8.3% | $3,023-1.0% | $4,753-37.0% |
| Participant deferral / active EE | $6,874 | $4,835+42.2% | $4,437+54.9% | $6,711+2.4% |
| Admin fee / account holder | $879 | $6,406-86.3% | $5,613-84.3% | $11,407-92.3% |