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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 | $100,487 | $160,028-37.2% | $147,080-31.7% | $145,884-31.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.47% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $3,988 | $5,286-24.6% | $4,933-19.2% | $4,662-14.5% |
| Participant deferral / active EE | $10,871 | $8,422+29.1% | $8,066+34.8% | $6,690+62.5% |
| Admin fee / account holder | $13,562 | $15,030-9.8% | $12,989+4.4% | $13,392+1.3% |