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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 | $123,000 | $159,934-23.1% | $147,005-16.3% | $145,959-15.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 22.73% | 98.24%-75.5pp | 418.76%-396.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $10,186 | $5,287+92.7% | $4,934+106.4% | $4,661+118.6% |
| Participant deferral / active EE | $6,230 | $8,427-26.1% | $8,070-22.8% | $6,689-6.9% |
| Admin fee / account holder | $917 | $15,053-93.9% | $13,006-93.0% | $13,398-93.2% |