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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 | $79,012 | $106,008-25.5% | $92,240-14.3% | $147,586-46.5% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,675 | $4,333-38.3% | $3,680-27.3% | $4,876-45.1% |
| Participant deferral / active EE | $3,515 | $4,478-21.5% | $3,897-9.8% | $5,439-35.4% |
| Admin fee / account holder | $832 | $6,333-86.9% | $5,194-84.0% | $10,886-92.4% |