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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 | $76,407 | $106,005-27.9% | $92,239-17.2% | $147,585-48.2% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.29%-158.5pp | 578.58%-560.8pp |
| Employer contribution / active EE | $2,040 | $4,333-52.9% | $3,680-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $3,510 | $4,478-21.6% | $3,897-9.9% | $5,439-35.5% |
| Admin fee / account holder | $425 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |