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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 | $65,888 | $176,105-62.6% | $159,474-58.7% | $167,536-60.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 12.72% | 331.91%-319.2pp | 263.68%-251.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,842 | $5,299-65.2% | $4,831-61.9% | $4,839-61.9% |
| Participant deferral / active EE | $6,798 | $7,751-12.3% | $7,353-7.5% | $6,342+7.2% |
| Admin fee / account holder | $1,035 | $12,559-91.8% | $10,802-90.4% | $12,315-91.6% |