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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 | $110,198 | $176,077-37.4% | $159,455-30.9% | $167,518-34.2% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 12.73% | 331.83%-319.1pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $4,330 | $5,298-18.3% | $4,830-10.4% | $4,838-10.5% |
| Participant deferral / active EE | $8,309 | $7,751+7.2% | $7,353+13.0% | $6,342+31.0% |
| Admin fee / account holder | $8,088 | $12,556-35.6% | $10,800-25.1% | $12,312-34.3% |