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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 | $160,070-25.0% | $147,117-18.4% | $145,897-17.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.58% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,943 | $5,285-25.4% | $4,932-20.1% | $4,663-15.4% |
| Participant deferral / active EE | $29,438 | $8,419+249.6% | $8,065+265.0% | $6,689+340.1% |
| Admin fee / account holder | $72,356 | $15,035+381.2% | $12,993+456.9% | $13,390+440.4% |