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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 | $44,688 | $160,028-72.1% | $147,080-69.6% | $145,884-69.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.68% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,089 | $5,286-3.7% | $4,933+3.2% | $4,662+9.2% |
| Participant deferral / active EE | $11,872 | $8,422+41.0% | $8,066+47.2% | $6,690+77.5% |
| Admin fee / account holder | $6,049 | $15,030-59.8% | $12,989-53.4% | $13,392-54.8% |