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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 | $39,236 | $175,231-77.6% | $149,696-73.8% | $139,466-71.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.67% | 166.77%-154.1pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,373 | $5,478-56.7% | $4,821-50.8% | $4,754-50.1% |
| Participant deferral / active EE | $4,774 | $6,521-26.8% | $5,682-16.0% | $6,712-28.9% |
| Admin fee / account holder | $13,726 | $16,155-15.0% | $13,212+3.9% | $11,409+20.3% |