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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 | $96,459 | $160,070-39.7% | $147,117-34.4% | $145,897-33.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.51% | 98.69%-75.2pp | 420.54%-397.0pp | 552.29%-528.8pp |
| Employer contribution / active EE | $2,631 | $5,285-50.2% | $4,932-46.7% | $4,663-43.6% |
| Participant deferral / active EE | $6,983 | $8,419-17.1% | $8,065-13.4% | $6,689+4.4% |
| Admin fee / account holder | $2,593 | $15,035-82.8% | $12,993-80.0% | $13,390-80.6% |