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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 | $30,000 | $160,028-81.3% | $147,080-79.6% | $145,884-79.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.39% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $4,372 | $5,286-17.3% | $4,933-11.4% | $4,662-6.2% |
| Participant deferral / active EE | $8,208 | $8,422-2.5% | $8,066+1.8% | $6,690+22.7% |
| Admin fee / account holder | $7,277 | $15,030-51.6% | $12,989-44.0% | $13,392-45.7% |