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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 | $35,642 | $160,040-77.7% | $147,096-75.8% | $145,877-75.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.95% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $5,010 | $5,289-5.3% | $4,936+1.5% | $4,663+7.4% |
| Participant deferral / active EE | $10,075 | $8,429+19.5% | $8,071+24.8% | $6,691+50.6% |
| Admin fee / account holder | $16,672 | $15,050+10.8% | $13,005+28.2% | $13,402+24.4% |