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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 | $44,451 | $160,070-72.2% | $147,117-69.8% | $145,897-69.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.96% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,602 | $5,285-12.9% | $4,932-6.7% | $4,663-1.3% |
| Participant deferral / active EE | $11,709 | $8,419+39.1% | $8,065+45.2% | $6,689+75.0% |
| Admin fee / account holder | $23,328 | $15,035+55.2% | $12,993+79.5% | $13,390+74.2% |