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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 | $104,432 | $160,028-34.7% | $147,080-29.0% | $145,884-28.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 38.32% | 98.60%-60.3pp | 420.17%-381.8pp | 551.85%-513.5pp |
| Employer contribution / active EE | $15,244 | $5,286+188.4% | $4,933+209.0% | $4,662+227.0% |
| Participant deferral / active EE | $11,145 | $8,422+32.3% | $8,066+38.2% | $6,690+66.6% |
| Admin fee / account holder | $7,694 | $15,030-48.8% | $12,989-40.8% | $13,392-42.5% |