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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 | $159,978-32.0% | $147,041-26.1% | $145,978-25.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.96% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,666 | $5,288-49.6% | $4,935-46.0% | $4,662-42.8% |
| Participant deferral / active EE | $10,721 | $8,429+27.2% | $8,071+32.8% | $6,690+60.3% |
| Admin fee / account holder | $2,334 | $15,053-84.5% | $13,006-82.1% | $13,400-82.6% |