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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 | $160,040-67.3% | $147,096-64.4% | $145,877-64.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 14.39% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,919 | $5,289-44.8% | $4,936-40.9% | $4,663-37.4% |
| Participant deferral / active EE | $7,089 | $8,429-15.9% | $8,071-12.2% | $6,691+6.0% |
| Admin fee / account holder | $917 | $15,050-93.9% | $13,005-93.0% | $13,402-93.2% |