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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 | $160,040-59.1% | $147,096-55.5% | $145,877-55.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 23.35% | 98.49%-75.1pp | 419.75%-396.4pp | 551.28%-527.9pp |
| Employer contribution / active EE | $1,785 | $5,289-66.3% | $4,936-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $7,494 | $8,429-11.1% | $8,071-7.1% | $6,691+12.0% |
| Admin fee / account holder | $10,704 | $15,050-28.9% | $13,005-17.7% | $13,402-20.1% |