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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 | $117,336 | $160,070-26.7% | $147,117-20.2% | $145,897-19.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.21% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,465 | $5,285-34.4% | $4,932-29.8% | $4,663-25.7% |
| Participant deferral / active EE | $10,184 | $8,419+21.0% | $8,065+26.3% | $6,689+52.2% |
| Admin fee / account holder | $684 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |