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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 | $81,014 | $160,028-49.4% | $147,080-44.9% | $145,884-44.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.73% | 98.60%-82.9pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $8,549 | $5,286+61.7% | $4,933+73.3% | $4,662+83.4% |
| Participant deferral / active EE | $13,088 | $8,422+55.4% | $8,066+62.3% | $6,690+95.6% |
| Admin fee / account holder | $28,214 | $15,030+87.7% | $12,989+117.2% | $13,392+110.7% |