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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 | $62,317 | $160,040-61.1% | $147,096-57.6% | $145,877-57.3% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 34.23% | 98.49%-64.3pp | 419.75%-385.5pp | 551.28%-517.0pp |
| Employer contribution / active EE | $5,100 | $5,289-3.6% | $4,936+3.3% | $4,663+9.4% |
| Participant deferral / active EE | $9,647 | $8,429+14.5% | $8,071+19.5% | $6,691+44.2% |
| Admin fee / account holder | $4,155 | $15,050-72.4% | $13,005-68.1% | $13,402-69.0% |