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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 | $58,898 | $159,934-63.2% | $147,005-59.9% | $145,959-59.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.28% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,261 | $5,287-38.3% | $4,934-33.9% | $4,661-30.0% |
| Participant deferral / active EE | $10,036 | $8,427+19.1% | $8,070+24.4% | $6,689+50.0% |
| Admin fee / account holder | $571 | $15,053-96.2% | $13,006-95.6% | $13,398-95.7% |