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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 | $159,934-70.9% | $147,005-68.4% | $145,959-68.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 10.38% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,657 | $5,287-49.7% | $4,934-46.2% | $4,661-43.0% |
| Participant deferral / active EE | $4,846 | $8,427-42.5% | $8,070-39.9% | $6,689-27.5% |
| Admin fee / account holder | $855 | $15,053-94.3% | $13,006-93.4% | $13,398-93.6% |