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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 | $160,040-32.4% | $147,096-26.5% | $145,877-25.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.55% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,074 | $5,289-60.8% | $4,936-58.0% | $4,663-55.5% |
| Participant deferral / active EE | $4,502 | $8,429-46.6% | $8,071-44.2% | $6,691-32.7% |
| Admin fee / account holder | $13,437 | $15,050-10.7% | $13,005+3.3% | $13,402+0.3% |