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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 | $69,174 | $159,934-56.7% | $147,005-52.9% | $145,959-52.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 14.13% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,602 | $5,287-31.9% | $4,934-27.0% | $4,661-22.7% |
| Participant deferral / active EE | $8,817 | $8,427+4.6% | $8,070+9.3% | $6,689+31.8% |
| Admin fee / account holder | $29,540 | $15,053+96.2% | $13,006+127.1% | $13,398+120.5% |