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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 | $114,219 | $159,978-28.6% | $147,041-22.3% | $145,978-21.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.54% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,054 | $5,288-61.1% | $4,935-58.4% | $4,662-55.9% |
| Participant deferral / active EE | $13,713 | $8,429+62.7% | $8,071+69.9% | $6,690+105.0% |
| Admin fee / account holder | $30,521 | $15,053+102.8% | $13,006+134.7% | $13,400+127.8% |