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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 | $160,070-61.9% | $147,117-58.5% | $145,897-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.90% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $8,486 | $5,285+60.6% | $4,932+72.0% | $4,663+82.0% |
| Participant deferral / active EE | $8,150 | $8,419-3.2% | $8,065+1.1% | $6,689+21.8% |
| Admin fee / account holder | $18,972 | $15,035+26.2% | $12,993+46.0% | $13,390+41.7% |