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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 | $60,089 | $160,070-62.5% | $147,117-59.2% | $145,897-58.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.24% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,276 | $5,285-38.0% | $4,932-33.6% | $4,663-29.7% |
| Participant deferral / active EE | $8,702 | $8,419+3.4% | $8,065+7.9% | $6,689+30.1% |
| Admin fee / account holder | $13,666 | $15,035-9.1% | $12,993+5.2% | $13,390+2.1% |