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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 | $160,040-34.7% | $147,096-29.0% | $145,877-28.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 38.32% | 98.49%-60.2pp | 419.75%-381.4pp | 551.28%-513.0pp |
| Employer contribution / active EE | $15,244 | $5,289+188.2% | $4,936+208.8% | $4,663+226.9% |
| Participant deferral / active EE | $11,145 | $8,429+32.2% | $8,071+38.1% | $6,691+66.6% |
| Admin fee / account holder | $7,694 | $15,050-48.9% | $13,005-40.8% | $13,402-42.6% |