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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 | $63,932 | $159,978-60.0% | $147,041-56.5% | $145,978-56.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.36%-87.7pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,227 | $5,288-76.8% | $4,935-75.1% | $4,662-73.7% |
| Participant deferral / active EE | $8,845 | $8,429+4.9% | $8,071+9.6% | $6,690+32.2% |
| Admin fee / account holder | $21,344 | $15,053+41.8% | $13,006+64.1% | $13,400+59.3% |