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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 | $72,520 | $160,028-54.7% | $147,080-50.7% | $145,884-50.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 26.72% | 98.60%-71.9pp | 420.17%-393.4pp | 551.85%-525.1pp |
| Employer contribution / active EE | $1,802 | $5,286-65.9% | $4,933-63.5% | $4,662-61.4% |
| Participant deferral / active EE | $4,125 | $8,422-51.0% | $8,066-48.9% | $6,690-38.3% |
| Admin fee / account holder | $19,398 | $15,030+29.1% | $12,989+49.3% | $13,392+44.8% |