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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 | $185,863 | $105,200+76.7% | $159,474+16.5% | $85,847+116.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.8%-5.3pp | 69.3%+8.2pp |
| Annual return | 66.30% | 45.08%+21.2pp | 263.68%-197.4pp | 318.61%-252.3pp |
| Employer contribution / active EE | $990 | $3,319-70.2% | $4,831-79.5% | $2,565-61.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $481 | $6,934-93.1% | $10,802-95.5% | $6,261-92.3% |