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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 | $55,117 | $176,120-68.7% | $159,487-65.4% | $167,553-67.1% |
| Participation rate | 70.8% | 85.0%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 14.08% | 331.95%-317.9pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $2,707 | $5,299-48.9% | $4,831-44.0% | $4,840-44.1% |
| Participant deferral / active EE | $4,862 | $7,752-37.3% | $7,354-33.9% | $6,343-23.3% |
| Admin fee / account holder | $5,129 | $12,561-59.2% | $10,804-52.5% | $12,316-58.4% |