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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 | $81,658 | $106,008-23.0% | $92,240-11.5% | $147,586-44.7% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 13.29% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,812 | $4,333-58.2% | $3,680-50.8% | $4,876-62.8% |
| Participant deferral / active EE | $4,151 | $4,478-7.3% | $3,897+6.5% | $5,439-23.7% |
| Admin fee / account holder | $37,622 | $6,333+494.1% | $5,194+624.3% | $10,886+245.6% |