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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 | $114,422 | $176,120-35.0% | $159,487-28.3% | $167,553-31.7% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 13.03% | 331.95%-318.9pp | 263.71%-250.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $5,891 | $5,299+11.2% | $4,831+21.9% | $4,840+21.7% |
| Participant deferral / active EE | $10,851 | $7,752+40.0% | $7,354+47.6% | $6,343+71.1% |
| Admin fee / account holder | $550 | $12,561-95.6% | $10,804-94.9% | $12,316-95.5% |