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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 | $159,978-70.3% | $147,041-67.7% | $145,978-67.5% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 14.65% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,776 | $5,288-9.7% | $4,935-3.2% | $4,662+2.4% |
| Participant deferral / active EE | $9,952 | $8,429+18.1% | $8,071+23.3% | $6,690+48.8% |
| Admin fee / account holder | $1,552 | $15,053-89.7% | $13,006-88.1% | $13,400-88.4% |