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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 | $49,212 | $159,934-69.2% | $147,005-66.5% | $145,959-66.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.09% | 98.24%-82.1pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $9,839 | $5,287+86.1% | $4,934+99.4% | $4,661+111.1% |
| Participant deferral / active EE | $10,518 | $8,427+24.8% | $8,070+30.3% | $6,689+57.2% |
| Admin fee / account holder | $1,967 | $15,053-86.9% | $13,006-84.9% | $13,398-85.3% |