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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 | $130,374 | $175,231-25.6% | $149,696-12.9% | $139,466-6.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 19.91% | 166.77%-146.9pp | 134.46%-114.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $4,594 | $5,478-16.1% | $4,821-4.7% | $4,754-3.4% |
| Participant deferral / active EE | $7,954 | $6,521+22.0% | $5,682+40.0% | $6,712+18.5% |
| Admin fee / account holder | $2,060 | $16,155-87.2% | $13,212-84.4% | $11,409-81.9% |