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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 | $49,548 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 19.09% | 257.30%-238.2pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,636 | $6,183+7.3% | $5,432+22.2% | $4,876+36.1% |
| Participant deferral / active EE | $4,944 | $5,629-12.2% | $4,939+0.1% | $5,439-9.1% |
| Admin fee / account holder | $1,226 | $16,852-92.7% | $13,881-91.2% | $10,886-88.7% |