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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 | $80,006 | $160,040-50.0% | $147,096-45.6% | $145,877-45.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.30% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,285 | $5,289-0.1% | $4,936+7.1% | $4,663+13.3% |
| Participant deferral / active EE | $11,789 | $8,429+39.9% | $8,071+46.1% | $6,691+76.2% |
| Admin fee / account holder | $1,692 | $15,050-88.8% | $13,005-87.0% | $13,402-87.4% |