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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 | $136,327 | $217,432-37.3% | $185,849-26.6% | $167,536-18.6% |
| Participation rate | 76.9% | 86.1%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 11.83% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,842 | $5,875-51.6% | $5,169-45.0% | $4,839-41.3% |
| Participant deferral / active EE | $8,903 | $6,357+40.0% | $5,569+59.9% | $6,342+40.4% |
| Admin fee / account holder | $51,600 | $19,818+160.4% | $16,244+217.7% | $12,315+319.0% |