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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 | $119,303 | $160,028-25.4% | $147,080-18.9% | $145,884-18.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.35% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,626 | $5,286-69.2% | $4,933-67.0% | $4,662-65.1% |
| Participant deferral / active EE | $5,255 | $8,422-37.6% | $8,066-34.9% | $6,690-21.4% |
| Admin fee / account holder | $16,312 | $15,030+8.5% | $12,989+25.6% | $13,392+21.8% |