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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 | $61,039 | $159,934-61.8% | $147,005-58.5% | $145,959-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.90% | 98.24%-87.3pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $8,486 | $5,287+60.5% | $4,934+72.0% | $4,661+82.1% |
| Participant deferral / active EE | $8,150 | $8,427-3.3% | $8,070+1.0% | $6,689+21.8% |
| Admin fee / account holder | $18,972 | $15,053+26.0% | $13,006+45.9% | $13,398+41.6% |