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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 | $95,467 | $160,028-40.3% | $147,080-35.1% | $145,884-34.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 25.28% | 98.60%-73.3pp | 420.17%-394.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $17,496 | $5,286+231.0% | $4,933+254.7% | $4,662+275.3% |
| Participant deferral / active EE | $4,130 | $8,422-51.0% | $8,066-48.8% | $6,690-38.3% |
| Admin fee / account holder | $11,297 | $15,030-24.8% | $12,989-13.0% | $13,392-15.6% |