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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 | $112,463 | $176,105-36.1% | $159,474-29.5% | $167,536-32.9% |
| Participation rate | 76.5% | 85.0%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 14.93% | 331.91%-317.0pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,243 | $5,299-76.5% | $4,831-74.3% | $4,839-74.3% |
| Participant deferral / active EE | $11,203 | $7,751+44.5% | $7,353+52.4% | $6,342+76.6% |
| Admin fee / account holder | $4,453 | $12,559-64.5% | $10,802-58.8% | $12,315-63.8% |