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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 | $50,229 | $104,953-52.1% | $84,637-40.7% | $152,909-67.2% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 33.47% | 373.94%-340.5pp | 258.82%-225.4pp | 345.46%-312.0pp |
| Employer contribution / active EE | $3,466 | $3,304+4.9% | $2,653+30.6% | $4,764-27.2% |
| Participant deferral / active EE | $8,544 | $4,691+82.2% | $3,900+119.1% | $5,851+46.0% |
| Admin fee / account holder | $6,003 | $6,244-3.9% | $4,914+22.1% | $11,601-48.3% |