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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 | $160,028-10.8% | $147,080-2.9% | $145,884-2.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.82% | 98.60%-80.8pp | 420.17%-402.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,033 | $5,286-61.5% | $4,933-58.8% | $4,662-56.4% |
| Participant deferral / active EE | $2,739 | $8,422-67.5% | $8,066-66.0% | $6,690-59.1% |
| Admin fee / account holder | $16,570 | $15,030+10.2% | $12,989+27.6% | $13,392+23.7% |