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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 | $160,070-10.8% | $147,117-2.9% | $145,897-2.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.82% | 98.69%-80.9pp | 420.54%-402.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,033 | $5,285-61.5% | $4,932-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,739 | $8,419-67.5% | $8,065-66.0% | $6,689-59.1% |
| Admin fee / account holder | $16,570 | $15,035+10.2% | $12,993+27.5% | $13,390+23.7% |