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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 | $28,215 | $175,259-83.9% | $149,723-81.2% | $139,487-79.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 10.69% | 166.82%-156.1pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,155 | $5,478-60.7% | $4,821-55.3% | $4,755-54.7% |
| Participant deferral / active EE | $3,936 | $6,522-39.6% | $5,682-30.7% | $6,713-41.4% |
| Admin fee / account holder | $11,864 | $16,158-26.6% | $13,215-10.2% | $11,407+4.0% |