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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 | $122,319 | $183,592-33.4% | $155,567-21.4% | $145,959-16.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.02% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $13,672 | $5,315+157.2% | $4,674+192.5% | $4,661+193.3% |
| Participant deferral / active EE | $5,229 | $6,464-19.1% | $5,628-7.1% | $6,689-21.8% |
| Admin fee / account holder | $19,156 | $19,318-0.8% | $15,916+20.4% | $13,398+43.0% |