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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 | $160,028-69.2% | $147,080-66.5% | $145,884-66.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.09% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $9,839 | $5,286+86.2% | $4,933+99.4% | $4,662+111.0% |
| Participant deferral / active EE | $10,518 | $8,422+24.9% | $8,066+30.4% | $6,690+57.2% |
| Admin fee / account holder | $1,967 | $15,030-86.9% | $12,989-84.9% | $13,392-85.3% |