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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 | $91,185 | $160,070-43.0% | $147,117-38.0% | $145,897-37.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.33% | 98.69%-78.4pp | 420.54%-400.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,405 | $5,285-54.5% | $4,932-51.2% | $4,663-48.4% |
| Participant deferral / active EE | $11,885 | $8,419+41.2% | $8,065+47.4% | $6,689+77.7% |
| Admin fee / account holder | $448 | $15,035-97.0% | $12,993-96.6% | $13,390-96.7% |