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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 | $42,150 | $160,028-73.7% | $147,080-71.3% | $145,884-71.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.57% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $6,783 | $5,286+28.3% | $4,933+37.5% | $4,662+45.5% |
| Participant deferral / active EE | $18,531 | $8,422+120.0% | $8,066+129.7% | $6,690+177.0% |
| Admin fee / account holder | $6,624 | $15,030-55.9% | $12,989-49.0% | $13,392-50.5% |