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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 | $159,934-69.1% | $147,005-66.4% | $145,959-66.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.73% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,304 | $5,287-56.4% | $4,934-53.3% | $4,661-50.6% |
| Participant deferral / active EE | $3,632 | $8,427-56.9% | $8,070-55.0% | $6,689-45.7% |
| Admin fee / account holder | $674 | $15,053-95.5% | $13,006-94.8% | $13,398-95.0% |