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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 | $95,418 | $176,105-45.8% | $159,474-40.2% | $167,536-43.0% |
| Participation rate | 81.0% | 85.0%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 16.19% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $3,385 | $5,299-36.1% | $4,831-29.9% | $4,839-30.0% |
| Participant deferral / active EE | $11,171 | $7,751+44.1% | $7,353+51.9% | $6,342+76.1% |
| Admin fee / account holder | $8,046 | $12,559-35.9% | $10,802-25.5% | $12,315-34.7% |