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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 | $38,010 | $106,008-64.1% | $92,240-58.8% | $147,586-74.2% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 13.41% | 50.05%-36.6pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,353 | $4,333-68.8% | $3,680-63.2% | $4,876-72.3% |
| Participant deferral / active EE | $3,008 | $4,478-32.8% | $3,897-22.8% | $5,439-44.7% |
| Admin fee / account holder | $16,821 | $6,333+165.6% | $5,194+223.8% | $10,886+54.5% |