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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 | $91,347 | $102,595-11.0% | $94,057-2.9% | $154,746-41.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 20.50% | 583.42%-562.9pp | 480.62%-460.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $18,674 | $3,147+493.3% | $2,933+536.7% | $4,379+326.4% |
| Participant deferral / active EE | $6,382 | $5,118+24.7% | $4,709+35.5% | $6,730-5.2% |
| Admin fee / account holder | $25,867 | $7,736+234.4% | $7,244+257.1% | $14,365+80.1% |