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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 | $30,227 | $96,643-68.7% | $86,617-65.1% | $139,456-78.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 20.54% | 106.57%-86.0pp | 591.91%-571.4pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,571 | $3,264-51.9% | $3,023-48.0% | $4,753-67.0% |
| Participant deferral / active EE | $4,188 | $4,835-13.4% | $4,437-5.6% | $6,711-37.6% |
| Admin fee / account holder | $1,275 | $6,406-80.1% | $5,613-77.3% | $11,407-88.8% |