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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 | $37,996 | $106,008-64.2% | $92,240-58.8% | $147,586-74.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 21.19% | 50.05%-28.9pp | 176.29%-155.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,279 | $4,333-70.5% | $3,680-65.2% | $4,876-73.8% |
| Participant deferral / active EE | $3,556 | $4,478-20.6% | $3,897-8.8% | $5,439-34.6% |
| Admin fee / account holder | $441 | $6,333-93.0% | $5,194-91.5% | $10,886-95.9% |