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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 | $102,148 | $160,028-36.2% | $147,080-30.5% | $145,884-30.0% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 10.42% | 98.60%-88.2pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $8,258 | $5,286+56.2% | $4,933+67.4% | $4,662+77.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,488 | $15,030-83.4% | $12,989-80.8% | $13,392-81.4% |