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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 | $55,582 | $159,934-65.2% | $147,005-62.2% | $145,959-61.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.23% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,558 | $5,287+24.0% | $4,934+32.9% | $4,661+40.7% |
| Participant deferral / active EE | $4,762 | $8,427-43.5% | $8,070-41.0% | $6,689-28.8% |
| Admin fee / account holder | $1,156 | $15,053-92.3% | $13,006-91.1% | $13,398-91.4% |