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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 | $93,851 | $176,071-46.7% | $159,450-41.1% | $167,497-44.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.81% | 331.79%-321.0pp | 263.60%-252.8pp | 478.62%-467.8pp |
| Employer contribution / active EE | $4,568 | $5,298-13.8% | $4,830-5.4% | $4,838-5.6% |
| Participant deferral / active EE | $11,938 | $7,750+54.0% | $7,352+62.4% | $6,341+88.3% |
| Admin fee / account holder | $1,261 | $12,555-90.0% | $10,800-88.3% | $12,310-89.8% |