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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 | $72,364 | $198,457-63.5% | $170,435-57.5% | $147,586-51.0% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 14.47% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,584 | $6,183-25.9% | $5,432-15.6% | $4,876-6.0% |
| Participant deferral / active EE | $5,511 | $5,629-2.1% | $4,939+11.6% | $5,439+1.3% |
| Admin fee / account holder | $5,909 | $16,852-64.9% | $13,881-57.4% | $10,886-45.7% |