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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 | $110,375 | $160,040-31.0% | $147,096-25.0% | $145,877-24.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.81% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,565 | $5,289-51.5% | $4,936-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $8,395 | $8,429-0.4% | $8,071+4.0% | $6,691+25.5% |
| Admin fee / account holder | $28,804 | $15,050+91.4% | $13,005+121.5% | $13,402+114.9% |