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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 | $160,040-69.6% | $147,096-67.0% | $145,877-66.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 26.32% | 98.49%-72.2pp | 419.75%-393.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $5,467 | $5,289+3.4% | $4,936+10.8% | $4,663+17.2% |
| Participant deferral / active EE | $5,888 | $8,429-30.1% | $8,071-27.1% | $6,691-12.0% |
| Admin fee / account holder | $3,295 | $15,050-78.1% | $13,005-74.7% | $13,402-75.4% |