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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 | $69,539 | $176,105-60.5% | $159,474-56.4% | $167,536-58.5% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 20.26% | 331.91%-311.6pp | 263.68%-243.4pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,667 | $5,299-68.5% | $4,831-65.5% | $4,839-65.5% |
| Participant deferral / active EE | $3,391 | $7,751-56.3% | $7,353-53.9% | $6,342-46.5% |
| Admin fee / account holder | $18,684 | $12,559+48.8% | $10,802+73.0% | $12,315+51.7% |