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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 | $58,808 | $166,020-64.6% | $164,866-64.3% | $145,959-59.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 51.13% | 100.08%-48.9pp | 69.97%-18.8pp | 561.95%-510.8pp |
| Employer contribution / active EE | $2,256 | $5,275-57.2% | $4,343-48.1% | $4,661-51.6% |
| Participant deferral / active EE | $3,413 | $6,961-51.0% | $6,033-43.4% | $6,689-49.0% |
| Admin fee / account holder | $738 | $16,644-95.6% | $12,689-94.2% | $13,398-94.5% |