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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 | $110,805 | $176,105-37.1% | $159,474-30.5% | $167,536-33.9% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.06% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,997 | $5,299-62.3% | $4,831-58.7% | $4,839-58.7% |
| Participant deferral / active EE | $9,472 | $7,751+22.2% | $7,353+28.8% | $6,342+49.3% |
| Admin fee / account holder | $8,370 | $12,559-33.4% | $10,802-22.5% | $12,315-32.0% |