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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 | $121,538 | $160,028-24.1% | $147,080-17.4% | $145,884-16.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.37% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,610 | $5,286-50.6% | $4,933-47.1% | $4,662-44.0% |
| Participant deferral / active EE | $4,876 | $8,422-42.1% | $8,066-39.5% | $6,690-27.1% |
| Admin fee / account holder | $16,981 | $15,030+13.0% | $12,989+30.7% | $13,392+26.8% |