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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 | $119,993 | $160,040-25.0% | $147,096-18.4% | $145,877-17.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.58% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,943 | $5,289-25.5% | $4,936-20.1% | $4,663-15.4% |
| Participant deferral / active EE | $29,438 | $8,429+249.3% | $8,071+264.7% | $6,691+340.0% |
| Admin fee / account holder | $72,356 | $15,050+380.8% | $13,005+456.4% | $13,402+439.9% |