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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 | $89,419 | $198,457-54.9% | $170,435-47.5% | $147,586-39.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.37% | 257.30%-242.9pp | 205.94%-191.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,442 | $6,183-60.5% | $5,432-55.0% | $4,876-49.9% |
| Participant deferral / active EE | $7,754 | $5,629+37.7% | $4,939+57.0% | $5,439+42.6% |
| Admin fee / account holder | $2,083 | $16,852-87.6% | $13,881-85.0% | $10,886-80.9% |