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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 | $141,040 | $176,105-19.9% | $159,474-11.6% | $167,536-15.8% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 12.69% | 331.91%-319.2pp | 263.68%-251.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,440 | $5,299-35.1% | $4,831-28.8% | $4,839-28.9% |
| Participant deferral / active EE | $8,328 | $7,751+7.4% | $7,353+13.3% | $6,342+31.3% |
| Admin fee / account holder | $10,121 | $12,559-19.4% | $10,802-6.3% | $12,315-17.8% |