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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 | $136,405 | $160,028-14.8% | $147,080-7.3% | $145,884-6.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.95% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,184 | $5,286-77.6% | $4,933-76.0% | $4,662-74.6% |
| Participant deferral / active EE | $5,737 | $8,422-31.9% | $8,066-28.9% | $6,690-14.2% |
| Admin fee / account holder | $9,449 | $15,030-37.1% | $12,989-27.3% | $13,392-29.4% |