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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 | $67,258 | $176,105-61.8% | $159,474-57.8% | $167,536-59.9% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 17.23% | 331.91%-314.7pp | 263.68%-246.4pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,583 | $5,299-32.4% | $4,831-25.8% | $4,839-26.0% |
| Participant deferral / active EE | $7,739 | $7,751-0.2% | $7,353+5.2% | $6,342+22.0% |
| Admin fee / account holder | $5,475 | $12,559-56.4% | $10,802-49.3% | $12,315-55.5% |