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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 | $160,028-48.7% | $147,080-44.2% | $145,884-43.7% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 15.00% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,902 | $5,286-26.2% | $4,933-20.9% | $4,662-16.3% |
| Participant deferral / active EE | $8,317 | $8,422-1.2% | $8,066+3.1% | $6,690+24.3% |
| Admin fee / account holder | $35,976 | $15,030+139.4% | $12,989+177.0% | $13,392+168.6% |