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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 | $160,028-67.8% | $147,080-64.9% | $145,884-64.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.38% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,361 | $5,286-55.3% | $4,933-52.1% | $4,662-49.4% |
| Participant deferral / active EE | $8,626 | $8,422+2.4% | $8,066+6.9% | $6,690+28.9% |
| Admin fee / account holder | $5,565 | $15,030-63.0% | $12,989-57.2% | $13,392-58.4% |