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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 | $160,028-80.4% | $147,080-78.6% | $145,884-78.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.14% | 98.60%-83.5pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $17,976 | $5,286+240.1% | $4,933+264.4% | $4,662+285.6% |
| Participant deferral / active EE | $28,014 | $8,422+232.6% | $8,066+247.3% | $6,690+318.8% |
| Admin fee / account holder | $15,587 | $15,030+3.7% | $12,989+20.0% | $13,392+16.4% |