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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 | $76,593 | $160,070-52.1% | $147,117-47.9% | $145,897-47.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.09% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,189 | $5,285-39.6% | $4,932-35.3% | $4,663-31.6% |
| Participant deferral / active EE | $8,087 | $8,419-3.9% | $8,065+0.3% | $6,689+20.9% |
| Admin fee / account holder | $561 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |