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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 | $176,120-77.9% | $159,487-75.5% | $167,553-76.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 16.05% | 331.95%-315.9pp | 263.71%-247.7pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,793 | $5,299-47.3% | $4,831-42.2% | $4,840-42.3% |
| Participant deferral / active EE | $12,048 | $7,752+55.4% | $7,354+63.8% | $6,343+89.9% |
| Admin fee / account holder | $20,877 | $12,561+66.2% | $10,804+93.2% | $12,316+69.5% |