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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 | $108,115 | $159,934-32.4% | $147,005-26.5% | $145,959-25.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.55% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,074 | $5,287-60.8% | $4,934-58.0% | $4,661-55.5% |
| Participant deferral / active EE | $4,502 | $8,427-46.6% | $8,070-44.2% | $6,689-32.7% |
| Admin fee / account holder | $13,437 | $15,053-10.7% | $13,006+3.3% | $13,398+0.3% |