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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 | $52,347 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 14.39% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,919 | $5,285-44.8% | $4,932-40.8% | $4,663-37.4% |
| Participant deferral / active EE | $7,089 | $8,419-15.8% | $8,065-12.1% | $6,689+6.0% |
| Admin fee / account holder | $917 | $15,035-93.9% | $12,993-92.9% | $13,390-93.2% |