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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 | $123,077 | $176,105-30.1% | $159,474-22.8% | $167,536-26.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.36% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $7,121 | $5,299+34.4% | $4,831+47.4% | $4,839+47.1% |
| Participant deferral / active EE | $5,438 | $7,751-29.9% | $7,353-26.1% | $6,342-14.3% |
| Admin fee / account holder | $8,378 | $12,559-33.3% | $10,802-22.4% | $12,315-32.0% |