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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 | $64,719 | $160,070-59.6% | $147,117-56.0% | $145,897-55.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 18.74% | 98.69%-80.0pp | 420.54%-401.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,689 | $5,285-49.1% | $4,932-45.5% | $4,663-42.3% |
| Participant deferral / active EE | $6,060 | $8,419-28.0% | $8,065-24.9% | $6,689-9.4% |
| Admin fee / account holder | $27,372 | $15,035+82.1% | $12,993+110.7% | $13,390+104.4% |