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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 | $82,066 | $160,070-48.7% | $147,117-44.2% | $145,897-43.8% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 15.00% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,902 | $5,285-26.2% | $4,932-20.9% | $4,663-16.3% |
| Participant deferral / active EE | $8,317 | $8,419-1.2% | $8,065+3.1% | $6,689+24.3% |
| Admin fee / account holder | $35,976 | $15,035+139.3% | $12,993+176.9% | $13,390+168.7% |