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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 | $43,428 | $106,003-59.0% | $92,236-52.9% | $147,585-70.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 25.07% | 50.05%-25.0pp | 176.29%-151.2pp | 578.57%-553.5pp |
| Employer contribution / active EE | $1,432 | $4,333-67.0% | $3,679-61.1% | $4,876-70.6% |
| Participant deferral / active EE | $2,253 | $4,478-49.7% | $3,897-42.2% | $5,439-58.6% |
| Admin fee / account holder | $1,208 | $6,333-80.9% | $5,194-76.7% | $10,885-88.9% |