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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 | $76,530 | $160,040-52.2% | $147,096-48.0% | $145,877-47.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 18.99% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $2,145 | $5,289-59.4% | $4,936-56.5% | $4,663-54.0% |
| Participant deferral / active EE | $4,651 | $8,429-44.8% | $8,071-42.4% | $6,691-30.5% |
| Admin fee / account holder | $2,342 | $15,050-84.4% | $13,005-82.0% | $13,402-82.5% |