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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 | $44,485 | $101,672-56.2% | $147,117-69.8% | $74,478-40.3% |
| Participation rate | 76.1% | 75.5%+0.5pp | 82.2%-6.1pp | 67.2%+8.8pp |
| Annual return | 68.00% | 8757.83%-8689.8pp | 420.54%-352.5pp | 1370.56%-1302.6pp |
| Employer contribution / active EE | $3,063 | $3,813-19.7% | $4,932-37.9% | $2,626+16.6% |
| Participant deferral / active EE | $9,922 | $7,305+35.8% | $8,065+23.0% | $4,350+128.1% |
| Admin fee / account holder | $782 | $1,753-55.4% | $12,993-94.0% | $1,946-59.8% |