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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 | $48,983 | $176,105-72.2% | $159,474-69.3% | $167,536-70.8% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 37.94% | 331.91%-294.0pp | 263.68%-225.7pp | 478.82%-440.9pp |
| Employer contribution / active EE | $1,970 | $5,299-62.8% | $4,831-59.2% | $4,839-59.3% |
| Participant deferral / active EE | $5,385 | $7,751-30.5% | $7,353-26.8% | $6,342-15.1% |
| Admin fee / account holder | $3,021 | $12,559-75.9% | $10,802-72.0% | $12,315-75.5% |