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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 | $41,142 | $160,070-74.3% | $147,117-72.0% | $145,897-71.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.11% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,062 | $5,285-4.2% | $4,932+2.6% | $4,663+8.6% |
| Participant deferral / active EE | $8,593 | $8,419+2.1% | $8,065+6.5% | $6,689+28.5% |
| Admin fee / account holder | $621 | $15,035-95.9% | $12,993-95.2% | $13,390-95.4% |