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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 | $70,251 | $175,231-59.9% | $149,696-53.1% | $139,466-49.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 28.57% | 166.77%-138.2pp | 134.46%-105.9pp | 373.66%-345.1pp |
| Employer contribution / active EE | $5,682 | $5,478+3.7% | $4,821+17.9% | $4,754+19.5% |
| Participant deferral / active EE | $4,119 | $6,521-36.8% | $5,682-27.5% | $6,712-38.6% |
| Admin fee / account holder | $2,426 | $16,155-85.0% | $13,212-81.6% | $11,409-78.7% |