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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 | $50,994 | $154,365-67.0% | $130,231-60.8% | $139,456-63.4% |
| Participation rate | 70.8% | 79.9%-9.1pp | 76.3%-5.4pp | 80.3%-9.5pp |
| Annual return | 140.74% | 30.34%+110.4pp | 38.77%+102.0pp | 373.45%-232.7pp |
| Employer contribution / active EE | $1,868 | $5,170-63.9% | $4,126-54.7% | $4,753-60.7% |
| Participant deferral / active EE | $3,188 | $8,498-62.5% | $6,799-53.1% | $6,711-52.5% |
| Admin fee / account holder | $1,230 | $9,214-86.6% | $6,020-79.6% | $11,407-89.2% |