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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 | $105,369 | $159,978-34.1% | $147,041-28.3% | $145,978-27.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 16.49% | 98.36%-81.9pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $5,853 | $5,288+10.7% | $4,935+18.6% | $4,662+25.6% |
| Participant deferral / active EE | $12,644 | $8,429+50.0% | $8,071+56.7% | $6,690+89.0% |
| Admin fee / account holder | $1,506 | $15,053-90.0% | $13,006-88.4% | $13,400-88.8% |