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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 | $56,090 | $160,028-65.0% | $147,080-61.9% | $145,884-61.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 9.68% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,056 | $5,286-61.1% | $4,933-58.3% | $4,662-55.9% |
| Participant deferral / active EE | $3,193 | $8,422-62.1% | $8,066-60.4% | $6,690-52.3% |
| Admin fee / account holder | $1,166 | $15,030-92.2% | $12,989-91.0% | $13,392-91.3% |