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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 | $75,057 | $217,432-65.5% | $185,851-59.6% | $167,553-55.2% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 16.81% | 148.43%-131.6pp | 122.11%-105.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $4,896 | $5,874-16.7% | $5,168-5.3% | $4,840+1.2% |
| Participant deferral / active EE | $5,761 | $6,357-9.4% | $5,569+3.5% | $6,343-9.2% |
| Admin fee / account holder | $594 | $19,820-97.0% | $16,245-96.3% | $12,316-95.2% |