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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 | $89,665 | $160,070-44.0% | $147,117-39.1% | $145,897-38.5% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 11.63% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $7,941 | $5,285+50.3% | $4,932+61.0% | $4,663+70.3% |
| Participant deferral / active EE | $7,467 | $8,419-11.3% | $8,065-7.4% | $6,689+11.6% |
| Admin fee / account holder | $9,091 | $15,035-39.5% | $12,993-30.0% | $13,390-32.1% |