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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 | $62,256 | $176,120-64.7% | $159,487-61.0% | $167,553-62.8% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 12.67% | 331.95%-319.3pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $2,276 | $5,299-57.1% | $4,831-52.9% | $4,840-53.0% |
| Participant deferral / active EE | $3,544 | $7,752-54.3% | $7,354-51.8% | $6,343-44.1% |
| Admin fee / account holder | $8,916 | $12,561-29.0% | $10,804-17.5% | $12,316-27.6% |