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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 | $31,145 | $160,070-80.5% | $147,117-78.8% | $145,897-78.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 24.25% | 98.69%-74.4pp | 420.54%-396.3pp | 552.29%-528.0pp |
| Employer contribution / active EE | $4,300 | $5,285-18.6% | $4,932-12.8% | $4,663-7.8% |
| Participant deferral / active EE | $7,973 | $8,419-5.3% | $8,065-1.1% | $6,689+19.2% |
| Admin fee / account holder | $4,814 | $15,035-68.0% | $12,993-63.0% | $13,390-64.1% |