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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 | $67,125 | $159,934-58.0% | $147,005-54.3% | $145,959-54.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 18.37% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $3,978 | $5,287-24.8% | $4,934-19.4% | $4,661-14.6% |
| Participant deferral / active EE | $8,935 | $8,427+6.0% | $8,070+10.7% | $6,689+33.6% |
| Admin fee / account holder | $6,171 | $15,053-59.0% | $13,006-52.6% | $13,398-53.9% |