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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 | $108,710 | $160,070-32.1% | $147,117-26.1% | $145,897-25.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.96% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,666 | $5,285-49.6% | $4,932-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $10,721 | $8,419+27.3% | $8,065+32.9% | $6,689+60.3% |
| Admin fee / account holder | $2,334 | $15,035-84.5% | $12,993-82.0% | $13,390-82.6% |