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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 | $108,384 | $160,070-32.3% | $147,117-26.3% | $145,897-25.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.03% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,643 | $5,285-31.1% | $4,932-26.1% | $4,663-21.9% |
| Participant deferral / active EE | $8,171 | $8,419-3.0% | $8,065+1.3% | $6,689+22.1% |
| Admin fee / account holder | $44,727 | $15,035+197.5% | $12,993+244.2% | $13,390+234.0% |