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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 | $62,270 | $96,691-35.6% | $86,656-28.1% | $139,487-55.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 22.24% | 106.87%-84.6pp | 593.09%-570.8pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,697 | $3,267-48.1% | $3,025-43.9% | $4,755-64.3% |
| Participant deferral / active EE | $7,242 | $4,838+49.7% | $4,439+63.1% | $6,713+7.9% |
| Admin fee / account holder | $660 | $6,414-89.7% | $5,619-88.2% | $11,407-94.2% |