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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 | $38,284 | $160,028-76.1% | $147,080-74.0% | $145,884-73.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.80% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $5,772 | $5,286+9.2% | $4,933+17.0% | $4,662+23.8% |
| Participant deferral / active EE | $7,386 | $8,422-12.3% | $8,066-8.4% | $6,690+10.4% |
| Admin fee / account holder | $29,541 | $15,030+96.5% | $12,989+127.4% | $13,392+120.6% |