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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 | $85,704 | $176,120-51.3% | $159,487-46.3% | $167,553-48.8% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 12.83% | 331.95%-319.1pp | 263.71%-250.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $8,604 | $5,299+62.4% | $4,831+78.1% | $4,840+77.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $94,526 | $12,561+652.5% | $10,804+774.9% | $12,316+667.5% |