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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 | $107,978 | $184,000-41.3% | $162,185-33.4% | $152,909-29.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.5%-9.7pp |
| Annual return | 16.37% | 150.80%-134.4pp | 115.61%-99.2pp | 345.46%-329.1pp |
| Employer contribution / active EE | $4,426 | $6,370-30.5% | $5,613-21.2% | $4,764-7.1% |
| Participant deferral / active EE | $10,836 | $8,033+34.9% | $7,297+48.5% | $5,851+85.2% |
| Admin fee / account holder | $65,917 | $13,124+402.3% | $10,844+507.9% | $11,601+468.2% |