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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 | $61,781 | $106,008-41.7% | $92,240-33.0% | $147,586-58.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 17.89% | 50.05%-32.2pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,590 | $4,333-63.3% | $3,680-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $6,213 | $4,478+38.7% | $3,897+59.4% | $5,439+14.2% |
| Admin fee / account holder | $308 | $6,333-95.1% | $5,194-94.1% | $10,886-97.2% |