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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 | $104,576 | $159,978-34.6% | $147,041-28.9% | $145,978-28.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.06% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,244 | $5,288-57.6% | $4,935-54.5% | $4,662-51.9% |
| Participant deferral / active EE | $10,893 | $8,429+29.2% | $8,071+35.0% | $6,690+62.8% |
| Admin fee / account holder | $19,915 | $15,053+32.3% | $13,006+53.1% | $13,400+48.6% |