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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 | $45,366 | $183,988-75.3% | $162,177-72.0% | $152,897-70.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 22.36% | 150.79%-128.4pp | 115.60%-93.2pp | 345.43%-323.1pp |
| Employer contribution / active EE | $4,074 | $6,370-36.0% | $5,613-27.4% | $4,764-14.5% |
| Participant deferral / active EE | $10,978 | $8,032+36.7% | $7,297+50.4% | $5,851+87.6% |
| Admin fee / account holder | $4,757 | $13,123-63.7% | $10,843-56.1% | $11,599-59.0% |