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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 | $160,040-80.5% | $147,096-78.8% | $145,877-78.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 24.25% | 98.49%-74.2pp | 419.75%-395.5pp | 551.28%-527.0pp |
| Employer contribution / active EE | $4,300 | $5,289-18.7% | $4,936-12.9% | $4,663-7.8% |
| Participant deferral / active EE | $7,973 | $8,429-5.4% | $8,071-1.2% | $6,691+19.2% |
| Admin fee / account holder | $4,814 | $15,050-68.0% | $13,005-63.0% | $13,402-64.1% |