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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 | $49,572 | $159,934-69.0% | $147,005-66.3% | $145,959-66.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.38% | 98.24%-77.9pp | 418.76%-398.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $8,055 | $5,287+52.4% | $4,934+63.3% | $4,661+72.8% |
| Participant deferral / active EE | $19,287 | $8,427+128.9% | $8,070+139.0% | $6,689+188.4% |
| Admin fee / account holder | $4,261 | $15,053-71.7% | $13,006-67.2% | $13,398-68.2% |