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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 | $114,192 | $166,089-31.2% | $164,928-30.8% | $145,978-21.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 111.92% | 100.26%+11.7pp | 70.08%+41.8pp | 550.52%-438.6pp |
| Employer contribution / active EE | $4,322 | $5,276-18.1% | $4,343-0.5% | $4,662-7.3% |
| Participant deferral / active EE | $7,008 | $6,961+0.7% | $6,034+16.2% | $6,690+4.8% |
| Admin fee / account holder | $23,940 | $16,641+43.9% | $12,684+88.7% | $13,400+78.7% |