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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 | $75,664 | $106,008-28.6% | $92,240-18.0% | $147,586-48.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 28.12% | 50.05%-21.9pp | 176.29%-148.2pp | 578.59%-550.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,995 | $4,478+257.2% | $3,897+310.4% | $5,439+194.1% |
| Admin fee / account holder | $833 | $6,333-86.8% | $5,194-84.0% | $10,886-92.3% |