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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 | $51,588 | $160,040-67.8% | $147,096-64.9% | $145,877-64.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.38% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,361 | $5,289-55.4% | $4,936-52.2% | $4,663-49.4% |
| Participant deferral / active EE | $8,626 | $8,429+2.3% | $8,071+6.9% | $6,691+28.9% |
| Admin fee / account holder | $5,565 | $15,050-63.0% | $13,005-57.2% | $13,402-58.5% |