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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 | $154,799 | $217,432-28.8% | $185,849-16.7% | $167,536-7.6% |
| Participation rate | 70.6% | 86.1%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 13.29% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $4,435 | $5,875-24.5% | $5,169-14.2% | $4,839-8.4% |
| Participant deferral / active EE | $4,172 | $6,357-34.4% | $5,569-25.1% | $6,342-34.2% |
| Admin fee / account holder | $6,523 | $19,818-67.1% | $16,244-59.8% | $12,315-47.0% |