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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 | $61,784 | $160,070-61.4% | $147,117-58.0% | $145,897-57.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 15.36% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,890 | $5,285-45.3% | $4,932-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $8,309 | $8,419-1.3% | $8,065+3.0% | $6,689+24.2% |
| Admin fee / account holder | $572 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |