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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 | $31,427 | $159,934-80.4% | $147,005-78.6% | $145,959-78.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.14% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $17,976 | $5,287+240.0% | $4,934+264.3% | $4,661+285.7% |
| Participant deferral / active EE | $28,014 | $8,427+232.4% | $8,070+247.1% | $6,689+318.8% |
| Admin fee / account holder | $15,587 | $15,053+3.5% | $13,006+19.8% | $13,398+16.3% |