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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 | $82,988 | $106,008-21.7% | $92,240-10.0% | $147,586-43.8% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 19.96% | 50.05%-30.1pp | 176.29%-156.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,983 | $4,333-8.1% | $3,680+8.3% | $4,876-18.3% |
| Participant deferral / active EE | $2,881 | $4,478-35.7% | $3,897-26.1% | $5,439-47.0% |
| Admin fee / account holder | $2,087 | $6,333-67.0% | $5,194-59.8% | $10,886-80.8% |