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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 | $117,856 | $160,040-26.4% | $147,096-19.9% | $145,877-19.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 11.29% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,798 | $5,289-47.1% | $4,936-43.3% | $4,663-40.0% |
| Participant deferral / active EE | $7,165 | $8,429-15.0% | $8,071-11.2% | $6,691+7.1% |
| Admin fee / account holder | $7,696 | $15,050-48.9% | $13,005-40.8% | $13,402-42.6% |