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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 | $48,602 | $160,070-69.6% | $147,117-67.0% | $145,897-66.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 26.32% | 98.69%-72.4pp | 420.54%-394.2pp | 552.29%-526.0pp |
| Employer contribution / active EE | $5,467 | $5,285+3.5% | $4,932+10.8% | $4,663+17.3% |
| Participant deferral / active EE | $5,888 | $8,419-30.1% | $8,065-27.0% | $6,689-12.0% |
| Admin fee / account holder | $3,295 | $15,035-78.1% | $12,993-74.6% | $13,390-75.4% |