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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 | $117,075 | $176,077-33.5% | $159,455-26.6% | $167,518-30.1% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 11.14% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $2,166 | $5,298-59.1% | $4,830-55.1% | $4,838-55.2% |
| Participant deferral / active EE | $6,245 | $7,751-19.4% | $7,353-15.1% | $6,342-1.5% |
| Admin fee / account holder | $2,826 | $12,556-77.5% | $10,800-73.8% | $12,312-77.0% |