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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 | $144,983 | $160,028-9.4% | $147,080-1.4% | $145,884-0.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.31% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,286 | $5,286-37.8% | $4,933-33.4% | $4,662-29.5% |
| Participant deferral / active EE | $8,064 | $8,422-4.2% | $8,0660% | $6,690+20.5% |
| Admin fee / account holder | $30,843 | $15,030+105.2% | $12,989+137.5% | $13,392+130.3% |