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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 | $142,814 | $160,040-10.8% | $147,096-2.9% | $145,877-2.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.82% | 98.49%-80.7pp | 419.75%-401.9pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,033 | $5,289-61.6% | $4,936-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,739 | $8,429-67.5% | $8,071-66.1% | $6,691-59.1% |
| Admin fee / account holder | $16,570 | $15,050+10.1% | $13,005+27.4% | $13,402+23.6% |