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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 | $159,934-40.2% | $147,005-35.0% | $145,959-34.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.44% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $4,812 | $5,287-9.0% | $4,934-2.5% | $4,661+3.2% |
| Participant deferral / active EE | $6,200 | $8,427-26.4% | $8,070-23.2% | $6,689-7.3% |
| Admin fee / account holder | $3,234 | $15,053-78.5% | $13,006-75.1% | $13,398-75.9% |