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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 | $73,108 | $160,040-54.3% | $147,096-50.3% | $145,877-49.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.16% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,729 | $5,289-67.3% | $4,936-65.0% | $4,663-62.9% |
| Participant deferral / active EE | $11,972 | $8,429+42.0% | $8,071+48.3% | $6,691+78.9% |
| Admin fee / account holder | $24,265 | $15,050+61.2% | $13,005+86.6% | $13,402+81.1% |