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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 | $159,934-33.0% | $147,005-27.1% | $145,959-26.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 26.95% | 98.24%-71.3pp | 418.76%-391.8pp | 561.95%-535.0pp |
| Employer contribution / active EE | $4,205 | $5,287-20.5% | $4,934-14.8% | $4,661-9.8% |
| Participant deferral / active EE | $8,566 | $8,427+1.6% | $8,070+6.1% | $6,689+28.1% |
| Admin fee / account holder | $430 | $15,053-97.1% | $13,006-96.7% | $13,398-96.8% |