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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 | $66,260 | $159,934-58.6% | $147,005-54.9% | $145,959-54.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.26% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $5,710 | $5,287+8.0% | $4,934+15.7% | $4,661+22.5% |
| Participant deferral / active EE | $15,622 | $8,427+85.4% | $8,070+93.6% | $6,689+133.6% |
| Admin fee / account holder | $17,889 | $15,053+18.8% | $13,006+37.5% | $13,398+33.5% |