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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 | $101,487 | $159,934-36.5% | $147,005-31.0% | $145,959-30.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.59% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,072 | $5,287-41.9% | $4,934-37.7% | $4,661-34.1% |
| Participant deferral / active EE | $8,784 | $8,427+4.2% | $8,070+8.8% | $6,689+31.3% |
| Admin fee / account holder | $8,639 | $15,053-42.6% | $13,006-33.6% | $13,398-35.5% |