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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 | $77,237 | $159,934-51.7% | $147,005-47.5% | $145,959-47.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.20% | 98.24%-82.0pp | 418.76%-402.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $15,147 | $5,287+186.5% | $4,934+207.0% | $4,661+225.0% |
| Participant deferral / active EE | $8,190 | $8,427-2.8% | $8,070+1.5% | $6,689+22.4% |
| Admin fee / account holder | $1,239 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |