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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 | $89,260 | $176,105-49.3% | $159,474-44.0% | $167,536-46.7% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 13.64% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,170 | $5,299-59.0% | $4,831-55.1% | $4,839-55.2% |
| Participant deferral / active EE | $7,452 | $7,751-3.9% | $7,353+1.3% | $6,342+17.5% |
| Admin fee / account holder | $39,644 | $12,559+215.7% | $10,802+267.0% | $12,315+221.9% |