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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 | $107,997 | $160,040-32.5% | $147,096-26.6% | $145,877-26.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.61% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,966 | $5,289-43.9% | $4,936-39.9% | $4,663-36.4% |
| Participant deferral / active EE | $9,939 | $8,429+17.9% | $8,071+23.1% | $6,691+48.5% |
| Admin fee / account holder | $16,370 | $15,050+8.8% | $13,005+25.9% | $13,402+22.1% |