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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 | $52,284 | $159,934-67.3% | $147,005-64.4% | $145,959-64.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.73% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,301 | $5,287+0.3% | $4,934+7.4% | $4,661+13.7% |
| Participant deferral / active EE | $7,673 | $8,427-8.9% | $8,070-4.9% | $6,689+14.7% |
| Admin fee / account holder | $1,025 | $15,053-93.2% | $13,006-92.1% | $13,398-92.3% |