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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 | $67,030 | $138,076-51.5% | $123,553-45.7% | $135,380-50.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 35.53% | 153.70%-118.2pp | 119.21%-83.7pp | 519.81%-484.3pp |
| Employer contribution / active EE | $3,950 | $5,152-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $5,773 | $6,800-15.1% | $6,426-10.2% | $5,609+2.9% |
| Admin fee / account holder | $1,268 | $10,917-88.4% | $9,284-86.3% | $10,828-88.3% |