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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 | $116,470 | $175,259-33.5% | $149,723-22.2% | $139,487-16.5% |
| Participation rate | 73.3% | 83.4%-10.1pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 16.92% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-356.9pp |
| Employer contribution / active EE | $8,768 | $5,478+60.1% | $4,821+81.9% | $4,755+84.4% |
| Participant deferral / active EE | $8,803 | $6,522+35.0% | $5,682+54.9% | $6,713+31.1% |
| Admin fee / account holder | $5,475 | $16,158-66.1% | $13,215-58.6% | $11,407-52.0% |