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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 | $129,175 | $175,259-26.3% | $149,723-13.7% | $139,487-7.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 13.64% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,359 | $5,478-56.9% | $4,821-51.1% | $4,755-50.4% |
| Participant deferral / active EE | $9,595 | $6,522+47.1% | $5,682+68.8% | $6,713+42.9% |
| Admin fee / account holder | $1,668 | $16,158-89.7% | $13,215-87.4% | $11,407-85.4% |