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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 | $49,438 | $160,040-69.1% | $147,096-66.4% | $145,877-66.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.73% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,304 | $5,289-56.4% | $4,936-53.3% | $4,663-50.6% |
| Participant deferral / active EE | $3,632 | $8,429-56.9% | $8,071-55.0% | $6,691-45.7% |
| Admin fee / account holder | $674 | $15,050-95.5% | $13,005-94.8% | $13,402-95.0% |