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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 | $83,516 | $160,028-47.8% | $147,080-43.2% | $145,884-42.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.32% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $10,216 | $5,286+93.3% | $4,933+107.1% | $4,662+119.1% |
| Participant deferral / active EE | $5,757 | $8,422-31.6% | $8,066-28.6% | $6,690-13.9% |
| Admin fee / account holder | $397 | $15,030-97.4% | $12,989-96.9% | $13,392-97.0% |