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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 | $63,464 | $160,028-60.3% | $147,080-56.9% | $145,884-56.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 13.21% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,503 | $5,286-14.8% | $4,933-8.7% | $4,662-3.4% |
| Participant deferral / active EE | $7,489 | $8,422-11.1% | $8,066-7.2% | $6,690+12.0% |
| Admin fee / account holder | $14,563 | $15,030-3.1% | $12,989+12.1% | $13,392+8.7% |