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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 | $160,070-58.6% | $147,117-55.0% | $145,897-54.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.26% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $5,710 | $5,285+8.1% | $4,932+15.8% | $4,663+22.5% |
| Participant deferral / active EE | $15,622 | $8,419+85.5% | $8,065+93.7% | $6,689+133.5% |
| Admin fee / account holder | $17,889 | $15,035+19.0% | $12,993+37.7% | $13,390+33.6% |