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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 | $29,452 | $176,071-83.3% | $159,450-81.5% | $167,497-82.4% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 15.98% | 331.79%-315.8pp | 263.60%-247.6pp | 478.62%-462.6pp |
| Employer contribution / active EE | $3,117 | $5,298-41.2% | $4,830-35.5% | $4,838-35.6% |
| Participant deferral / active EE | $5,342 | $7,750-31.1% | $7,352-27.3% | $6,341-15.8% |
| Admin fee / account holder | $13,684 | $12,555+9.0% | $10,800+26.7% | $12,310+11.2% |