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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 | $106,652 | $176,077-39.4% | $159,455-33.1% | $167,518-36.3% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 17.13% | 331.83%-314.7pp | 263.63%-246.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $2,137 | $5,298-59.7% | $4,830-55.8% | $4,838-55.8% |
| Participant deferral / active EE | $7,216 | $7,751-6.9% | $7,353-1.9% | $6,342+13.8% |
| Admin fee / account holder | $5,066 | $12,556-59.7% | $10,800-53.1% | $12,312-58.9% |