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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 | $75,893 | $160,028-52.6% | $147,080-48.4% | $145,884-48.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.71% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,354 | $5,286-36.5% | $4,933-32.0% | $4,662-28.1% |
| Participant deferral / active EE | $7,201 | $8,422-14.5% | $8,066-10.7% | $6,690+7.6% |
| Admin fee / account holder | $9,804 | $15,030-34.8% | $12,989-24.5% | $13,392-26.8% |