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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 | $48,399 | $159,978-69.7% | $147,041-67.1% | $145,978-66.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.43% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $8,398 | $5,288+58.8% | $4,935+70.2% | $4,662+80.2% |
| Participant deferral / active EE | $17,338 | $8,429+105.7% | $8,071+114.8% | $6,690+159.2% |
| Admin fee / account holder | $15,427 | $15,053+2.5% | $13,006+18.6% | $13,400+15.1% |