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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 | $30,990 | $105,158-70.5% | $94,672-67.3% | $139,487-77.8% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 16.21% | 38.11%-21.9pp | 156.89%-140.7pp | 373.84%-357.6pp |
| Employer contribution / active EE | $4,198 | $4,107+2.2% | $3,673+14.3% | $4,755-11.7% |
| Participant deferral / active EE | $8,847 | $7,599+16.4% | $7,417+19.3% | $6,713+31.8% |
| Admin fee / account holder | $21,646 | $8,972+141.3% | $7,222+199.7% | $11,407+89.8% |