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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 | $98,055 | $159,978-38.7% | $147,041-33.3% | $145,978-32.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.00% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $6,235 | $5,288+17.9% | $4,935+26.4% | $4,662+33.8% |
| Participant deferral / active EE | $6,337 | $8,429-24.8% | $8,071-21.5% | $6,690-5.3% |
| Admin fee / account holder | $3,720 | $15,053-75.3% | $13,006-71.4% | $13,400-72.2% |