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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 | $114,667 | $159,978-28.3% | $147,041-22.0% | $145,978-21.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 9.86% | 98.36%-88.5pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,707 | $5,288-48.8% | $4,935-45.2% | $4,662-41.9% |
| Participant deferral / active EE | $7,165 | $8,429-15.0% | $8,071-11.2% | $6,690+7.1% |
| Admin fee / account holder | $1,098 | $15,053-92.7% | $13,006-91.6% | $13,400-91.8% |