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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 | $66,597 | $160,040-58.4% | $147,096-54.7% | $145,877-54.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.46% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,741 | $5,289-10.4% | $4,936-3.9% | $4,663+1.7% |
| Participant deferral / active EE | $7,730 | $8,429-8.3% | $8,071-4.2% | $6,691+15.5% |
| Admin fee / account holder | $29,799 | $15,050+98.0% | $13,005+129.1% | $13,402+122.3% |