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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 | $108,911-10.2% | $100,392-2.6% | $145,884-32.9% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 58.23%-44.8pp | 49.45%-36.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,919 | $4,420+11.3% | $3,941+24.8% | $4,662+5.5% |
| Participant deferral / active EE | $5,784 | $8,459-31.6% | $8,090-28.5% | $6,690-13.5% |
| Admin fee / account holder | $4,837 | $9,698-50.1% | $7,904-38.8% | $13,392-63.9% |