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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 | $132,741 | $209,888-36.8% | $189,545-30.0% | $167,553-20.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 10.99% | 748.66%-737.7pp | 555.36%-544.4pp | 478.89%-467.9pp |
| Employer contribution / active EE | $2,167 | $6,915-68.7% | $6,162-64.8% | $4,840-55.2% |
| Participant deferral / active EE | $5,498 | $8,934-38.5% | $8,220-33.1% | $6,343-13.3% |
| Admin fee / account holder | $703 | $14,300-95.1% | $12,049-94.2% | $12,316-94.3% |