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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 | $50,946 | $160,040-68.2% | $147,096-65.4% | $145,877-65.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 13.56% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,682 | $5,289-49.3% | $4,936-45.7% | $4,663-42.5% |
| Participant deferral / active EE | $5,677 | $8,429-32.6% | $8,071-29.7% | $6,691-15.2% |
| Admin fee / account holder | $10,202 | $15,050-32.2% | $13,005-21.6% | $13,402-23.9% |