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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 | $65,881 | $160,040-58.8% | $147,096-55.2% | $145,877-54.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 29.75% | 98.49%-68.7pp | 419.75%-390.0pp | 551.28%-521.5pp |
| Employer contribution / active EE | $4,981 | $5,289-5.8% | $4,936+0.9% | $4,663+6.8% |
| Participant deferral / active EE | $3,776 | $8,429-55.2% | $8,071-53.2% | $6,691-43.6% |
| Admin fee / account holder | $2,108 | $15,050-86.0% | $13,005-83.8% | $13,402-84.3% |