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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 | $119,586 | $160,070-25.3% | $147,117-18.7% | $145,897-18.0% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.3pp | 80.3%-6.4pp |
| Annual return | 12.72% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,745 | $5,285-10.2% | $4,932-3.8% | $4,663+1.8% |
| Participant deferral / active EE | $12,647 | $8,419+50.2% | $8,065+56.8% | $6,689+89.1% |
| Admin fee / account holder | $3,408 | $15,035-77.3% | $12,993-73.8% | $13,390-74.5% |