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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 | $97,358 | $159,934-39.1% | $147,005-33.8% | $145,959-33.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.20% | 98.24%-82.0pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,533 | $5,287-33.2% | $4,934-28.4% | $4,661-24.2% |
| Participant deferral / active EE | $4,463 | $8,427-47.0% | $8,070-44.7% | $6,689-33.3% |
| Admin fee / account holder | $17,473 | $15,053+16.1% | $13,006+34.3% | $13,398+30.4% |