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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 | $95,411 | $160,070-40.4% | $147,117-35.1% | $145,897-34.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.39% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,100 | $5,285-41.3% | $4,932-37.1% | $4,663-33.5% |
| Participant deferral / active EE | $6,902 | $8,419-18.0% | $8,065-14.4% | $6,689+3.2% |
| Admin fee / account holder | $13,153 | $15,035-12.5% | $12,993+1.2% | $13,390-1.8% |