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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 | $75,346 | $159,978-52.9% | $147,041-48.8% | $145,978-48.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.40% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $5,340 | $5,288+1.0% | $4,935+8.2% | $4,662+14.6% |
| Participant deferral / active EE | $13,681 | $8,429+62.3% | $8,071+69.5% | $6,690+104.5% |
| Admin fee / account holder | $13,169 | $15,053-12.5% | $13,006+1.3% | $13,400-1.7% |