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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 | $37,011 | $160,028-76.9% | $147,080-74.8% | $145,884-74.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.37% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,644 | $5,286-50.0% | $4,933-46.4% | $4,662-43.3% |
| Participant deferral / active EE | $5,949 | $8,422-29.4% | $8,066-26.2% | $6,690-11.1% |
| Admin fee / account holder | $999 | $15,030-93.4% | $12,989-92.3% | $13,392-92.5% |