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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 | $44,800 | $138,076-67.6% | $123,553-63.7% | $135,380-66.9% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | 1.79% | 153.70%-151.9pp | 119.21%-117.4pp | 519.81%-518.0pp |
| Employer contribution / active EE | $2,582 | $5,152-49.9% | $4,628-44.2% | $4,779-46.0% |
| Participant deferral / active EE | $4,859 | $6,800-28.5% | $6,426-24.4% | $5,609-13.4% |
| Admin fee / account holder | $14,533 | $10,917+33.1% | $9,284+56.5% | $10,828+34.2% |