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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 | $160,040-58.1% | $147,096-54.4% | $145,877-54.0% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 18.37% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $3,978 | $5,289-24.8% | $4,936-19.4% | $4,663-14.7% |
| Participant deferral / active EE | $8,935 | $8,429+6.0% | $8,071+10.7% | $6,691+33.5% |
| Admin fee / account holder | $6,171 | $15,050-59.0% | $13,005-52.5% | $13,402-54.0% |