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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 | $160,040-33.0% | $147,096-27.1% | $145,877-26.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 26.95% | 98.49%-71.5pp | 419.75%-392.8pp | 551.28%-524.3pp |
| Employer contribution / active EE | $4,205 | $5,289-20.5% | $4,936-14.8% | $4,663-9.8% |
| Participant deferral / active EE | $8,566 | $8,429+1.6% | $8,071+6.1% | $6,691+28.0% |
| Admin fee / account holder | $430 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |