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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 | $49,733 | $105,145-52.7% | $94,664-47.5% | $139,466-64.3% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.9pp |
| Annual return | 19.54% | 38.09%-18.6pp | 156.84%-137.3pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,930 | $4,107-4.3% | $3,673+7.0% | $4,754-17.3% |
| Participant deferral / active EE | $11,396 | $7,599+50.0% | $7,417+53.6% | $6,712+69.8% |
| Admin fee / account holder | $3,235 | $8,972-63.9% | $7,222-55.2% | $11,409-71.6% |