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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 | $84,308 | $160,070-47.3% | $147,117-42.7% | $145,897-42.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.54% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,175 | $5,285-77.8% | $4,932-76.2% | $4,663-74.8% |
| Participant deferral / active EE | $9,498 | $8,419+12.8% | $8,065+17.8% | $6,689+42.0% |
| Admin fee / account holder | $31,949 | $15,035+112.5% | $12,993+145.9% | $13,390+138.6% |