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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 | $73,602 | $176,120-58.2% | $159,487-53.9% | $167,553-56.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.54% | 331.95%-315.4pp | 263.71%-247.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $4,405 | $5,299-16.9% | $4,831-8.8% | $4,840-9.0% |
| Participant deferral / active EE | $5,731 | $7,752-26.1% | $7,354-22.1% | $6,343-9.7% |
| Admin fee / account holder | $920 | $12,561-92.7% | $10,804-91.5% | $12,316-92.5% |