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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 | $159,934-62.0% | $147,005-58.6% | $145,959-58.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.82% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,925 | $5,287-25.8% | $4,934-20.4% | $4,661-15.8% |
| Participant deferral / active EE | $13,189 | $8,427+56.5% | $8,070+63.4% | $6,689+97.2% |
| Admin fee / account holder | $26,224 | $15,053+74.2% | $13,006+101.6% | $13,398+95.7% |