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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 | $34,684 | $84,741-59.1% | $75,731-54.2% | $167,553-79.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 13.85% | 199.72%-185.9pp | 104.65%-90.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $10,948 | $3,230+238.9% | $2,743+299.1% | $4,840+126.2% |
| Participant deferral / active EE | $5,969 | $4,577+30.4% | $3,820+56.2% | $6,343-5.9% |
| Admin fee / account holder | $7,273 | $5,361+35.7% | $3,620+100.9% | $12,316-41.0% |