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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 | $96,459 | $160,028-39.7% | $147,080-34.4% | $145,884-33.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.51% | 98.60%-75.1pp | 420.17%-396.7pp | 551.85%-528.3pp |
| Employer contribution / active EE | $2,631 | $5,286-50.2% | $4,933-46.7% | $4,662-43.6% |
| Participant deferral / active EE | $6,983 | $8,422-17.1% | $8,066-13.4% | $6,690+4.4% |
| Admin fee / account holder | $2,593 | $15,030-82.7% | $12,989-80.0% | $13,392-80.6% |