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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 | $73,108 | $160,070-54.3% | $147,117-50.3% | $145,897-49.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.16% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,729 | $5,285-67.3% | $4,932-64.9% | $4,663-62.9% |
| Participant deferral / active EE | $11,972 | $8,419+42.2% | $8,065+48.5% | $6,689+79.0% |
| Admin fee / account holder | $24,265 | $15,035+61.4% | $12,993+86.8% | $13,390+81.2% |