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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 | $88,446 | $160,028-44.7% | $147,080-39.9% | $145,884-39.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 13.50% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $6,176 | $5,286+16.8% | $4,933+25.2% | $4,662+32.5% |
| Participant deferral / active EE | $11,466 | $8,422+36.1% | $8,066+42.2% | $6,690+71.4% |
| Admin fee / account holder | $777 | $15,030-94.8% | $12,989-94.0% | $13,392-94.2% |