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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 | $48,616 | $160,070-69.6% | $147,117-67.0% | $145,897-66.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.18% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $13,257 | $5,285+150.9% | $4,932+168.8% | $4,663+184.3% |
| Participant deferral / active EE | $23,439 | $8,419+178.4% | $8,065+190.6% | $6,689+250.4% |
| Admin fee / account holder | $38,095 | $15,035+153.4% | $12,993+193.2% | $13,390+184.5% |