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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 | $60,477 | $134,817-55.1% | $123,973-51.2% | $155,188-61.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 19.53% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $4,166 | $4,425-5.9% | $4,126+1.0% | $4,248-1.9% |
| Participant deferral / active EE | $10,390 | $5,706+82.1% | $5,247+98.0% | $6,531+59.1% |
| Admin fee / account holder | $2,213 | $13,245-83.3% | $11,799-81.2% | $14,480-84.7% |