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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 | $77,237 | $160,070-51.7% | $147,117-47.5% | $145,897-47.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.20% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $15,147 | $5,285+186.6% | $4,932+207.1% | $4,663+224.9% |
| Participant deferral / active EE | $8,190 | $8,419-2.7% | $8,065+1.5% | $6,689+22.4% |
| Admin fee / account holder | $1,239 | $15,035-91.8% | $12,993-90.5% | $13,390-90.7% |