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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 | $159,978-32.5% | $147,041-26.6% | $145,978-26.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.61% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,966 | $5,288-43.9% | $4,935-39.9% | $4,662-36.4% |
| Participant deferral / active EE | $9,939 | $8,429+17.9% | $8,071+23.1% | $6,690+48.6% |
| Admin fee / account holder | $16,370 | $15,053+8.7% | $13,006+25.9% | $13,400+22.2% |