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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 | $120,176 | $160,040-24.9% | $147,096-18.3% | $145,877-17.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.31% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,467 | $5,289+41.2% | $4,936+51.3% | $4,663+60.1% |
| Participant deferral / active EE | $11,344 | $8,429+34.6% | $8,071+40.6% | $6,691+69.6% |
| Admin fee / account holder | $4,296 | $15,050-71.5% | $13,005-67.0% | $13,402-67.9% |