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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 | $21,849 | $148,623-85.3% | $135,974-83.9% | $139,466-84.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 198.03% | 79.30%+118.7pp | 68.30%+129.7pp | 373.66%-175.6pp |
| Employer contribution / active EE | $2,233 | $5,246-57.4% | $4,859-54.0% | $4,754-53.0% |
| Participant deferral / active EE | $6,433 | $8,103-20.6% | $7,760-17.1% | $6,712-4.2% |
| Admin fee / account holder | $1,968 | $12,406-84.1% | $10,767-81.7% | $11,409-82.8% |