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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 | $46,761 | $160,040-70.8% | $147,096-68.2% | $145,877-67.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.89% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,116 | $5,289-3.3% | $4,936+3.6% | $4,663+9.7% |
| Participant deferral / active EE | $12,778 | $8,429+51.6% | $8,071+58.3% | $6,691+91.0% |
| Admin fee / account holder | $4,088 | $15,050-72.8% | $13,005-68.6% | $13,402-69.5% |