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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 | $107,183 | $160,070-33.0% | $147,117-27.1% | $145,897-26.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 26.95% | 98.69%-71.7pp | 420.54%-393.6pp | 552.29%-525.3pp |
| Employer contribution / active EE | $4,205 | $5,285-20.4% | $4,932-14.7% | $4,663-9.8% |
| Participant deferral / active EE | $8,566 | $8,419+1.7% | $8,065+6.2% | $6,689+28.0% |
| Admin fee / account holder | $430 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |