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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 | $24,320 | $129,737-81.3% | $119,126-79.6% | $154,746-84.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 115.32% | 379.08%-263.8pp | 282.11%-166.8pp | 172.34%-57.0pp |
| Employer contribution / active EE | $1,239 | $4,375-71.7% | $4,034-69.3% | $4,379-71.7% |
| Participant deferral / active EE | $4,100 | $5,842-29.8% | $5,318-22.9% | $6,730-39.1% |
| Admin fee / account holder | $1,065 | $11,961-91.1% | $10,693-90.0% | $14,365-92.6% |