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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 | $101,191 | $160,070-36.8% | $147,117-31.2% | $145,897-30.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $5,282 | $5,285-0.1% | $4,932+7.1% | $4,663+13.3% |
| Participant deferral / active EE | $10,700 | $8,419+27.1% | $8,065+32.7% | $6,689+60.0% |
| Admin fee / account holder | $11,786 | $15,035-21.6% | $12,993-9.3% | $13,390-12.0% |