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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 | $97,827 | $108,942-10.2% | $100,415-2.6% | $145,897-32.9% |
| Participation rate | 71.4% | 83.0%-11.6pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 58.27%-44.8pp | 49.47%-36.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,919 | $4,422+11.2% | $3,943+24.8% | $4,663+5.5% |
| Participant deferral / active EE | $5,784 | $8,461-31.6% | $8,091-28.5% | $6,689-13.5% |
| Admin fee / account holder | $4,837 | $9,702-50.1% | $7,906-38.8% | $13,390-63.9% |