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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 | $160,040-58.6% | $147,096-55.0% | $145,877-54.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.26% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $5,710 | $5,289+8.0% | $4,936+15.7% | $4,663+22.5% |
| Participant deferral / active EE | $15,622 | $8,429+85.3% | $8,071+93.6% | $6,691+133.5% |
| Admin fee / account holder | $17,889 | $15,050+18.9% | $13,005+37.6% | $13,402+33.5% |