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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 | $138,828 | $176,105-21.2% | $159,474-12.9% | $167,536-17.1% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 16.45% | 331.91%-315.5pp | 263.68%-247.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,805 | $5,299-28.2% | $4,831-21.2% | $4,839-21.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,908 | $12,559-68.9% | $10,802-63.8% | $12,315-68.3% |