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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 | $31,795 | $159,934-80.1% | $147,005-78.4% | $145,959-78.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.26% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,488 | $5,287-15.1% | $4,934-9.0% | $4,661-3.7% |
| Participant deferral / active EE | $11,027 | $8,427+30.9% | $8,070+36.6% | $6,689+64.9% |
| Admin fee / account holder | $24,864 | $15,053+65.2% | $13,006+91.2% | $13,398+85.6% |