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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 | $159,934-65.5% | $147,005-62.4% | $145,959-62.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 23.47% | 98.24%-74.8pp | 418.76%-395.3pp | 561.95%-538.5pp |
| Employer contribution / active EE | $4,927 | $5,287-6.8% | $4,934-0.2% | $4,661+5.7% |
| Participant deferral / active EE | $11,505 | $8,427+36.5% | $8,070+42.6% | $6,689+72.0% |
| Admin fee / account holder | $6,953 | $15,053-53.8% | $13,006-46.5% | $13,398-48.1% |