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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 | $79,136 | $160,028-50.5% | $147,080-46.2% | $145,884-45.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.23% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,672 | $5,286-49.4% | $4,933-45.8% | $4,662-42.7% |
| Participant deferral / active EE | $4,147 | $8,422-50.8% | $8,066-48.6% | $6,690-38.0% |
| Admin fee / account holder | $15,153 | $15,030+0.8% | $12,989+16.7% | $13,392+13.1% |