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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 | $117,979 | $144,130-18.1% | $117,861+0.1% | $147,586-20.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 14.12% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,632 | $4,897-66.7% | $3,786-56.9% | $4,876-66.5% |
| Participant deferral / active EE | $6,136 | $5,316+15.4% | $4,482+36.9% | $5,439+12.8% |
| Admin fee / account holder | $517 | $10,887-95.2% | $8,021-93.6% | $10,886-95.2% |