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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 | $46,491 | $160,028-70.9% | $147,080-68.4% | $145,884-68.1% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,657 | $5,286-49.7% | $4,933-46.1% | $4,662-43.0% |
| Participant deferral / active EE | $4,846 | $8,422-42.5% | $8,066-39.9% | $6,690-27.6% |
| Admin fee / account holder | $855 | $15,030-94.3% | $12,989-93.4% | $13,392-93.6% |