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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 | $73,341 | $160,040-54.2% | $147,096-50.1% | $145,877-49.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 16.42% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,838 | $5,289-27.4% | $4,936-22.2% | $4,663-17.7% |
| Participant deferral / active EE | $9,859 | $8,429+17.0% | $8,071+22.2% | $6,691+47.4% |
| Admin fee / account holder | $5,674 | $15,050-62.3% | $13,005-56.4% | $13,402-57.7% |