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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 | $101,306 | $160,040-36.7% | $147,096-31.1% | $145,877-30.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 14.53% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,850 | $5,289-8.3% | $4,936-1.7% | $4,663+4.0% |
| Participant deferral / active EE | $9,910 | $8,429+17.6% | $8,071+22.8% | $6,691+48.1% |
| Admin fee / account holder | $4,765 | $15,050-68.3% | $13,005-63.4% | $13,402-64.4% |