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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 | $119,172 | $160,070-25.6% | $147,117-19.0% | $145,897-18.3% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 17.85% | 98.69%-80.8pp | 420.54%-402.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $5,651 | $5,285+6.9% | $4,932+14.6% | $4,663+21.2% |
| Participant deferral / active EE | $12,615 | $8,419+49.8% | $8,065+56.4% | $6,689+88.6% |
| Admin fee / account holder | $36,008 | $15,035+139.5% | $12,993+177.1% | $13,390+168.9% |