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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 | $70,273 | $108,897-35.5% | $100,378-30.0% | $145,877-51.8% |
| Participation rate | 81.0% | 83.0%-2.0pp | 81.5%-0.6pp | 80.3%+0.7pp |
| Annual return | 26.49% | 58.17%-31.7pp | 49.41%-22.9pp | 551.28%-524.8pp |
| Employer contribution / active EE | $5,496 | $4,420+24.3% | $3,942+39.4% | $4,663+17.9% |
| Participant deferral / active EE | $9,850 | $8,455+16.5% | $8,087+21.8% | $6,691+47.2% |
| Admin fee / account holder | $3,736 | $9,690-61.4% | $7,899-52.7% | $13,402-72.1% |