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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 | $47,444 | $160,070-70.4% | $147,117-67.8% | $145,897-67.5% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 14.65% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $4,776 | $5,285-9.6% | $4,932-3.2% | $4,663+2.4% |
| Participant deferral / active EE | $9,952 | $8,419+18.2% | $8,065+23.4% | $6,689+48.8% |
| Admin fee / account holder | $1,552 | $15,035-89.7% | $12,993-88.1% | $13,390-88.4% |