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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 | $67,213 | $198,461-66.1% | $170,436-60.6% | $147,585-54.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.22% | 257.30%-245.1pp | 205.94%-193.7pp | 578.57%-566.4pp |
| Employer contribution / active EE | $5,112 | $6,184-17.3% | $5,433-5.9% | $4,876+4.8% |
| Participant deferral / active EE | $6,579 | $5,629+16.9% | $4,939+33.2% | $5,439+21.0% |
| Admin fee / account holder | $1,451 | $16,852-91.4% | $13,880-89.5% | $10,885-86.7% |