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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 | $160,070-40.3% | $147,117-35.0% | $145,897-34.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.44% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $4,812 | $5,285-8.9% | $4,932-2.4% | $4,663+3.2% |
| Participant deferral / active EE | $6,200 | $8,419-26.4% | $8,065-23.1% | $6,689-7.3% |
| Admin fee / account holder | $3,234 | $15,035-78.5% | $12,993-75.1% | $13,390-75.9% |