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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 | $48,037 | $176,105-72.7% | $159,474-69.9% | $167,536-71.3% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 28.95% | 331.91%-303.0pp | 263.68%-234.7pp | 478.82%-449.9pp |
| Employer contribution / active EE | $13,131 | $5,299+147.8% | $4,831+171.8% | $4,839+171.3% |
| Participant deferral / active EE | $6,901 | $7,751-11.0% | $7,353-6.1% | $6,342+8.8% |
| Admin fee / account holder | $4,011 | $12,559-68.1% | $10,802-62.9% | $12,315-67.4% |