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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 | $74,397 | $144,130-48.4% | $117,861-36.9% | $147,586-49.6% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 12.63% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,369 | $4,897-72.0% | $3,786-63.8% | $4,876-71.9% |
| Participant deferral / active EE | $6,338 | $5,316+19.2% | $4,482+41.4% | $5,439+16.5% |
| Admin fee / account holder | $30,879 | $10,887+183.6% | $8,021+285.0% | $10,886+183.7% |