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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 | $65,432 | $160,070-59.1% | $147,117-55.5% | $145,897-55.2% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 23.35% | 98.69%-75.3pp | 420.54%-397.2pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,785 | $5,285-66.2% | $4,932-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $7,494 | $8,419-11.0% | $8,065-7.1% | $6,689+12.0% |
| Admin fee / account holder | $10,704 | $15,035-28.8% | $12,993-17.6% | $13,390-20.1% |