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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 | $60,838 | $160,070-62.0% | $147,117-58.6% | $145,897-58.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.82% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,925 | $5,285-25.7% | $4,932-20.4% | $4,663-15.8% |
| Participant deferral / active EE | $13,189 | $8,419+56.7% | $8,065+63.5% | $6,689+97.2% |
| Admin fee / account holder | $26,224 | $15,035+74.4% | $12,993+101.8% | $13,390+95.8% |