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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 | $103,092 | $176,120-41.5% | $159,487-35.4% | $167,553-38.5% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 17.47% | 331.95%-314.5pp | 263.71%-246.2pp | 478.89%-461.4pp |
| Employer contribution / active EE | $3,041 | $5,299-42.6% | $4,831-37.1% | $4,840-37.2% |
| Participant deferral / active EE | $7,491 | $7,752-3.4% | $7,354+1.9% | $6,343+18.1% |
| Admin fee / account holder | $17,929 | $12,561+42.7% | $10,804+66.0% | $12,316+45.6% |