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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 | $28,908 | $176,120-83.6% | $159,487-81.9% | $167,553-82.7% |
| Participation rate | 73.7% | 85.0%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 37.18% | 331.95%-294.8pp | 263.71%-226.5pp | 478.89%-441.7pp |
| Employer contribution / active EE | $3,010 | $5,299-43.2% | $4,831-37.7% | $4,840-37.8% |
| Participant deferral / active EE | $4,835 | $7,752-37.6% | $7,354-34.2% | $6,343-23.8% |
| Admin fee / account holder | $9,777 | $12,561-22.2% | $10,804-9.5% | $12,316-20.6% |