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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 | $110,012 | $160,028-31.3% | $147,080-25.2% | $145,884-24.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.96% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $4,014 | $5,286-24.1% | $4,933-18.6% | $4,662-13.9% |
| Participant deferral / active EE | $10,414 | $8,422+23.7% | $8,066+29.1% | $6,690+55.7% |
| Admin fee / account holder | $2,574 | $15,030-82.9% | $12,989-80.2% | $13,392-80.8% |