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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 | $72,542 | $160,040-54.7% | $147,096-50.7% | $145,877-50.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.76% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,355 | $5,289-36.6% | $4,936-32.0% | $4,663-28.0% |
| Participant deferral / active EE | $8,536 | $8,429+1.3% | $8,071+5.8% | $6,691+27.6% |
| Admin fee / account holder | $5,833 | $15,050-61.2% | $13,005-55.2% | $13,402-56.5% |