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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 | $142,814 | $159,978-10.7% | $147,041-2.9% | $145,978-2.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.82% | 98.36%-80.5pp | 419.21%-401.4pp | 550.52%-532.7pp |
| Employer contribution / active EE | $2,033 | $5,288-61.5% | $4,935-58.8% | $4,662-56.4% |
| Participant deferral / active EE | $2,739 | $8,429-67.5% | $8,071-66.1% | $6,690-59.1% |
| Admin fee / account holder | $16,570 | $15,053+10.1% | $13,006+27.4% | $13,400+23.7% |