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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 | $45,349 | $160,040-71.7% | $147,096-69.2% | $145,877-68.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 12.93% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,486 | $5,289-34.1% | $4,936-29.4% | $4,663-25.2% |
| Participant deferral / active EE | $6,466 | $8,429-23.3% | $8,071-19.9% | $6,691-3.4% |
| Admin fee / account holder | $16,988 | $15,050+12.9% | $13,005+30.6% | $13,402+26.8% |