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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 | $176,120-83.3% | $159,487-81.5% | $167,553-82.4% |
| Participation rate | 72.2% | 85.0%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 15.98% | 331.95%-316.0pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $3,117 | $5,299-41.2% | $4,831-35.5% | $4,840-35.6% |
| Participant deferral / active EE | $5,342 | $7,752-31.1% | $7,354-27.4% | $6,343-15.8% |
| Admin fee / account holder | $13,684 | $12,561+8.9% | $10,804+26.7% | $12,316+11.1% |