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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 | $160,040-80.4% | $147,096-78.6% | $145,877-78.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.14% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $17,976 | $5,289+239.9% | $4,936+264.2% | $4,663+285.5% |
| Participant deferral / active EE | $28,014 | $8,429+232.4% | $8,071+247.1% | $6,691+318.7% |
| Admin fee / account holder | $15,587 | $15,050+3.6% | $13,005+19.9% | $13,402+16.3% |