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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 | $160,040-61.9% | $147,096-58.5% | $145,877-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.90% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $8,486 | $5,289+60.4% | $4,936+71.9% | $4,663+82.0% |
| Participant deferral / active EE | $8,150 | $8,429-3.3% | $8,071+1.0% | $6,691+21.8% |
| Admin fee / account holder | $18,972 | $15,050+26.1% | $13,005+45.9% | $13,402+41.6% |