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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 | $103,002 | $209,425-50.8% | $178,499-42.3% | $158,966-35.2% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 9.30% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.6pp |
| Employer contribution / active EE | $7,146 | $5,707+25.2% | $5,011+42.6% | $4,762+50.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,069 | $17,078-93.7% | $13,986-92.4% | $11,250-90.5% |