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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 | $116,517 | $160,070-27.2% | $147,117-20.8% | $145,897-20.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 13.07% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,608 | $5,285-50.7% | $4,932-47.1% | $4,663-44.1% |
| Participant deferral / active EE | $11,735 | $8,419+39.4% | $8,065+45.5% | $6,689+75.4% |
| Admin fee / account holder | $688 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |