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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 | $96,594 | $159,978-39.6% | $147,041-34.3% | $145,978-33.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 13.75% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $5,328 | $5,288+0.8% | $4,935+8.0% | $4,662+14.3% |
| Participant deferral / active EE | $15,500 | $8,429+83.9% | $8,071+92.1% | $6,690+131.7% |
| Admin fee / account holder | $25,890 | $15,053+72.0% | $13,006+99.1% | $13,400+93.2% |