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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 | $159,978-61.8% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.90% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $8,486 | $5,288+60.5% | $4,935+72.0% | $4,662+82.0% |
| Participant deferral / active EE | $8,150 | $8,429-3.3% | $8,071+1.0% | $6,690+21.8% |
| Admin fee / account holder | $18,972 | $15,053+26.0% | $13,006+45.9% | $13,400+41.6% |