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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 | $39,006 | $176,071-77.8% | $159,450-75.5% | $167,497-76.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 16.05% | 331.79%-315.7pp | 263.60%-247.5pp | 478.62%-462.6pp |
| Employer contribution / active EE | $2,793 | $5,298-47.3% | $4,830-42.2% | $4,838-42.3% |
| Participant deferral / active EE | $12,048 | $7,750+55.4% | $7,352+63.9% | $6,341+90.0% |
| Admin fee / account holder | $20,877 | $12,555+66.3% | $10,800+93.3% | $12,310+69.6% |