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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 | $53,687 | $160,040-66.5% | $147,096-63.5% | $145,877-63.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.08% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,346 | $5,289-55.7% | $4,936-52.5% | $4,663-49.7% |
| Participant deferral / active EE | $9,599 | $8,429+13.9% | $8,071+18.9% | $6,691+43.5% |
| Admin fee / account holder | $318 | $15,050-97.9% | $13,005-97.6% | $13,402-97.6% |