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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 | $94,132 | $124,175-24.2% | $108,405-13.2% | $167,536-43.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.15% | 1380.13%-1364.0pp | 905.55%-889.4pp | 478.82%-462.7pp |
| Employer contribution / active EE | $4,392 | $4,188+4.9% | $3,559+23.4% | $4,839-9.2% |
| Participant deferral / active EE | $10,351 | $6,908+49.8% | $6,563+57.7% | $6,342+63.2% |
| Admin fee / account holder | $9,609 | $9,457+1.6% | $7,297+31.7% | $12,315-22.0% |