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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 | $81,412 | $176,077-53.8% | $159,455-48.9% | $167,518-51.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 203.52% | 331.83%-128.3pp | 263.63%-60.1pp | 478.71%-275.2pp |
| Employer contribution / active EE | $4,348 | $5,298-17.9% | $4,830-10.0% | $4,838-10.1% |
| Participant deferral / active EE | $11,591 | $7,751+49.5% | $7,353+57.6% | $6,342+82.8% |
| Admin fee / account holder | $14,871 | $12,556+18.4% | $10,800+37.7% | $12,312+20.8% |