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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 | $50,872 | $76,368-33.4% | $67,681-24.8% | $154,746-67.1% |
| Participation rate | 77.8% | 79.0%-1.2pp | 73.7%+4.0pp | 80.7%-2.9pp |
| Annual return | 14.56% | 1066.77%-1052.2pp | 590.58%-576.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,645 | $3,151+15.7% | $2,678+36.1% | $4,379-16.8% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $860 | $8,559-89.9% | $6,100-85.9% | $14,365-94.0% |