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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 | $220,839 | $159,978+38.0% | $147,041+50.2% | $145,978+51.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.38% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $22,708 | $5,288+329.4% | $4,935+360.1% | $4,662+387.1% |
| Participant deferral / active EE | $9,812 | $8,429+16.4% | $8,071+21.6% | $6,690+46.7% |
| Admin fee / account holder | $1,008 | $15,053-93.3% | $13,006-92.3% | $13,400-92.5% |