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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 | $55,229 | $160,040-65.5% | $147,096-62.5% | $145,877-62.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 23.47% | 98.49%-75.0pp | 419.75%-396.3pp | 551.28%-527.8pp |
| Employer contribution / active EE | $4,927 | $5,289-6.9% | $4,936-0.2% | $4,663+5.7% |
| Participant deferral / active EE | $11,505 | $8,429+36.5% | $8,071+42.5% | $6,691+72.0% |
| Admin fee / account holder | $6,953 | $15,050-53.8% | $13,005-46.5% | $13,402-48.1% |