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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 | $104,636 | $160,070-34.6% | $147,117-28.9% | $145,897-28.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 11.29% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $4,863 | $5,285-8.0% | $4,932-1.4% | $4,663+4.3% |
| Participant deferral / active EE | $8,686 | $8,419+3.2% | $8,065+7.7% | $6,689+29.8% |
| Admin fee / account holder | $78,438 | $15,035+421.7% | $12,993+503.7% | $13,390+485.8% |