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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 | $99,952 | $144,124-30.6% | $117,857-15.2% | $147,585-32.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 14.96% | 531.17%-516.2pp | 335.09%-320.1pp | 578.56%-563.6pp |
| Employer contribution / active EE | $3,338 | $4,897-31.8% | $3,786-11.8% | $4,876-31.5% |
| Participant deferral / active EE | $3,133 | $5,316-41.1% | $4,482-30.1% | $5,439-42.4% |
| Admin fee / account holder | $474 | $10,886-95.6% | $8,020-94.1% | $10,885-95.6% |