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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 | $19,097 | $106,008-82.0% | $92,240-79.3% | $147,586-87.1% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 19.77% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,695 | $4,333-60.9% | $3,680-53.9% | $4,876-65.2% |
| Participant deferral / active EE | $5,058 | $4,478+12.9% | $3,897+29.8% | $5,439-7.0% |
| Admin fee / account holder | $2,124 | $6,333-66.5% | $5,194-59.1% | $10,886-80.5% |