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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 | $53,049 | $175,257-69.7% | $149,717-64.6% | $139,456-62.0% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 20.94% | 166.70%-145.8pp | 134.41%-113.5pp | 373.45%-352.5pp |
| Employer contribution / active EE | $5,284 | $5,477-3.5% | $4,820+9.6% | $4,753+11.2% |
| Participant deferral / active EE | $7,126 | $6,521+9.3% | $5,682+25.4% | $6,711+6.2% |
| Admin fee / account holder | $15,604 | $16,156-3.4% | $13,213+18.1% | $11,407+36.8% |