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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 | $64,975 | $176,120-63.1% | $159,487-59.3% | $167,553-61.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.66% | 331.95%-320.3pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,368 | $5,299-74.2% | $4,831-71.7% | $4,840-71.7% |
| Participant deferral / active EE | $6,109 | $7,752-21.2% | $7,354-16.9% | $6,343-3.7% |
| Admin fee / account holder | $11,109 | $12,561-11.6% | $10,804+2.8% | $12,316-9.8% |