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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 | $113,945 | $209,422-45.6% | $178,503-36.2% | $158,982-28.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.02% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,232 | $5,707-60.9% | $5,011-55.5% | $4,763-53.1% |
| Participant deferral / active EE | $7,704 | $5,955+29.4% | $5,202+48.1% | $5,983+28.7% |
| Admin fee / account holder | $31,616 | $17,079+85.1% | $13,987+126.0% | $11,252+181.0% |