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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 | $45,004 | $159,978-71.9% | $147,041-69.4% | $145,978-69.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 13.16% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $4,310 | $5,288-18.5% | $4,935-12.7% | $4,662-7.6% |
| Participant deferral / active EE | $8,882 | $8,429+5.4% | $8,071+10.1% | $6,690+32.8% |
| Admin fee / account holder | $34,969 | $15,053+132.3% | $13,006+168.9% | $13,400+161.0% |