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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 | $159,978-51.7% | $147,041-47.5% | $145,978-47.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.20% | 98.36%-82.2pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $15,147 | $5,288+186.4% | $4,935+206.9% | $4,662+224.9% |
| Participant deferral / active EE | $8,190 | $8,429-2.8% | $8,071+1.5% | $6,690+22.4% |
| Admin fee / account holder | $1,239 | $15,053-91.8% | $13,006-90.5% | $13,400-90.8% |