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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 | $77,870 | $160,040-51.3% | $147,096-47.1% | $145,877-46.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.81% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,203 | $5,289-39.4% | $4,936-35.1% | $4,663-31.3% |
| Participant deferral / active EE | $9,244 | $8,429+9.7% | $8,071+14.5% | $6,691+38.2% |
| Admin fee / account holder | $2,710 | $15,050-82.0% | $13,005-79.2% | $13,402-79.8% |