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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 | $60,835 | $160,040-62.0% | $147,096-58.6% | $145,877-58.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.15% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,484 | $5,289-15.2% | $4,936-9.2% | $4,663-3.8% |
| Participant deferral / active EE | $8,396 | $8,429-0.4% | $8,071+4.0% | $6,691+25.5% |
| Admin fee / account holder | $1,274 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |