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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 | $138,520 | $159,934-13.4% | $147,005-5.8% | $145,959-5.1% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.20% | 98.24%-86.0pp | 418.76%-406.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $8,126 | $5,287+53.7% | $4,934+64.7% | $4,661+74.4% |
| Participant deferral / active EE | $7,948 | $8,427-5.7% | $8,070-1.5% | $6,689+18.8% |
| Admin fee / account holder | $701 | $15,053-95.3% | $13,006-94.6% | $13,398-94.8% |