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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 | $176,077-35.0% | $159,455-28.2% | $167,518-31.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 13.03% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $5,891 | $5,298+11.2% | $4,830+22.0% | $4,838+21.8% |
| Participant deferral / active EE | $10,851 | $7,751+40.0% | $7,353+47.6% | $6,342+71.1% |
| Admin fee / account holder | $550 | $12,556-95.6% | $10,800-94.9% | $12,312-95.5% |