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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 | $95,625 | $160,040-40.2% | $147,096-35.0% | $145,877-34.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.44% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,812 | $5,289-9.0% | $4,936-2.5% | $4,663+3.2% |
| Participant deferral / active EE | $6,200 | $8,429-26.4% | $8,071-23.2% | $6,691-7.3% |
| Admin fee / account holder | $3,234 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |