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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 | $160,040-40.3% | $147,096-35.1% | $145,877-34.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 25.28% | 98.49%-73.2pp | 419.75%-394.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $17,496 | $5,289+230.8% | $4,936+254.5% | $4,663+275.2% |
| Participant deferral / active EE | $4,130 | $8,429-51.0% | $8,071-48.8% | $6,691-38.3% |
| Admin fee / account holder | $11,297 | $15,050-24.9% | $13,005-13.1% | $13,402-15.7% |