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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 | $77,953 | $160,070-51.3% | $147,117-47.0% | $145,897-46.6% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 17.43% | 98.69%-81.3pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $5,454 | $5,285+3.2% | $4,932+10.6% | $4,663+17.0% |
| Participant deferral / active EE | $8,894 | $8,419+5.6% | $8,065+10.3% | $6,689+33.0% |
| Admin fee / account holder | $8,363 | $15,035-44.4% | $12,993-35.6% | $13,390-37.5% |