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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 | $78,817 | $159,978-50.7% | $147,041-46.4% | $145,978-46.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.19% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $7,285 | $5,288+37.8% | $4,935+47.6% | $4,662+56.3% |
| Participant deferral / active EE | $15,473 | $8,429+83.6% | $8,071+91.7% | $6,690+131.3% |
| Admin fee / account holder | $1,798 | $15,053-88.1% | $13,006-86.2% | $13,400-86.6% |