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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 | $160,070-13.5% | $147,117-5.8% | $145,897-5.1% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.20% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $8,126 | $5,285+53.8% | $4,932+64.7% | $4,663+74.3% |
| Participant deferral / active EE | $7,948 | $8,419-5.6% | $8,065-1.4% | $6,689+18.8% |
| Admin fee / account holder | $701 | $15,035-95.3% | $12,993-94.6% | $13,390-94.8% |