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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 | $109,108 | $160,070-31.8% | $147,117-25.8% | $145,897-25.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.24% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $3,734 | $5,285-29.3% | $4,932-24.3% | $4,663-19.9% |
| Participant deferral / active EE | $6,215 | $8,419-26.2% | $8,065-22.9% | $6,689-7.1% |
| Admin fee / account holder | $554 | $15,035-96.3% | $12,993-95.7% | $13,390-95.9% |