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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 | $56,043 | $96,691-42.0% | $86,656-35.3% | $139,487-59.8% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.1pp |
| Annual return | 14.90% | 106.87%-92.0pp | 593.09%-578.2pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,454 | $3,267-55.5% | $3,025-51.9% | $4,755-69.4% |
| Participant deferral / active EE | $2,312 | $4,838-52.2% | $4,439-47.9% | $6,713-65.6% |
| Admin fee / account holder | $522 | $6,414-91.9% | $5,619-90.7% | $11,407-95.4% |