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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 | $83,435 | $160,040-47.9% | $147,096-43.3% | $145,877-42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.91% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,747 | $5,289-48.1% | $4,936-44.4% | $4,663-41.1% |
| Participant deferral / active EE | $5,367 | $8,429-36.3% | $8,071-33.5% | $6,691-19.8% |
| Admin fee / account holder | $541 | $15,050-96.4% | $13,005-95.8% | $13,402-96.0% |