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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 | $56,426 | $159,978-64.7% | $147,041-61.6% | $145,978-61.3% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 13.28% | 98.36%-85.1pp | 419.21%-405.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,342 | $5,288-36.8% | $4,935-32.3% | $4,662-28.3% |
| Participant deferral / active EE | $7,382 | $8,429-12.4% | $8,071-8.5% | $6,690+10.4% |
| Admin fee / account holder | $1,222 | $15,053-91.9% | $13,006-90.6% | $13,400-90.9% |