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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 | $50,362 | $160,040-68.5% | $147,096-65.8% | $145,877-65.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 10.49% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,542 | $5,289-33.0% | $4,936-28.2% | $4,663-24.0% |
| Participant deferral / active EE | $9,772 | $8,429+15.9% | $8,071+21.1% | $6,691+46.1% |
| Admin fee / account holder | $1,791 | $15,050-88.1% | $13,005-86.2% | $13,402-86.6% |