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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 | $58,976 | $176,120-66.5% | $159,487-63.0% | $167,553-64.8% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 13.20% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $2,187 | $5,299-58.7% | $4,831-54.7% | $4,840-54.8% |
| Participant deferral / active EE | $7,011 | $7,752-9.6% | $7,354-4.7% | $6,343+10.5% |
| Admin fee / account holder | $996 | $12,561-92.1% | $10,804-90.8% | $12,316-91.9% |