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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 | $104,576 | $160,040-34.7% | $147,096-28.9% | $145,877-28.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.06% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,244 | $5,289-57.6% | $4,936-54.5% | $4,663-51.9% |
| Participant deferral / active EE | $10,893 | $8,429+29.2% | $8,071+35.0% | $6,691+62.8% |
| Admin fee / account holder | $19,915 | $15,050+32.3% | $13,005+53.1% | $13,402+48.6% |