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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 | $131,858 | $226,135-41.7% | $182,558-27.8% | $152,909-13.8% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.5%-5.5pp |
| Annual return | 22.00% | 192.60%-170.6pp | 148.59%-126.6pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,373 | $4,979-52.3% | $4,076-41.8% | $4,764-50.2% |
| Participant deferral / active EE | $7,273 | $6,371+14.2% | $5,526+31.6% | $5,851+24.3% |
| Admin fee / account holder | $7,713 | $10,707-28.0% | $8,594-10.3% | $11,601-33.5% |