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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 | $46,441 | $160,070-71.0% | $147,117-68.4% | $145,897-68.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 23.62% | 98.69%-75.1pp | 420.54%-396.9pp | 552.29%-528.7pp |
| Employer contribution / active EE | $6,145 | $5,285+16.3% | $4,932+24.6% | $4,663+31.8% |
| Participant deferral / active EE | $12,850 | $8,419+52.6% | $8,065+59.3% | $6,689+92.1% |
| Admin fee / account holder | $14,063 | $15,035-6.5% | $12,993+8.2% | $13,390+5.0% |