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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 | $104,050 | $176,105-40.9% | $159,474-34.8% | $167,536-37.9% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.89% | 331.91%-318.0pp | 263.68%-249.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,605 | $5,299-69.7% | $4,831-66.8% | $4,839-66.8% |
| Participant deferral / active EE | $8,979 | $7,751+15.8% | $7,353+22.1% | $6,342+41.6% |
| Admin fee / account holder | $36,233 | $12,559+188.5% | $10,802+235.4% | $12,315+194.2% |