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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 | $160,028-34.7% | $147,080-28.9% | $145,884-28.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.06% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,244 | $5,286-57.6% | $4,933-54.5% | $4,662-51.9% |
| Participant deferral / active EE | $10,893 | $8,422+29.3% | $8,066+35.0% | $6,690+62.8% |
| Admin fee / account holder | $19,915 | $15,030+32.5% | $12,989+53.3% | $13,392+48.7% |