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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 | $159,978-47.8% | $147,041-43.3% | $145,978-42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.91% | 98.36%-88.5pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,747 | $5,288-48.1% | $4,935-44.3% | $4,662-41.1% |
| Participant deferral / active EE | $5,367 | $8,429-36.3% | $8,071-33.5% | $6,690-19.8% |
| Admin fee / account holder | $541 | $15,053-96.4% | $13,006-95.8% | $13,400-96.0% |