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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 | $110,155 | $159,978-31.1% | $147,041-25.1% | $145,978-24.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.76% | 98.36%-87.6pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $6,932 | $5,288+31.1% | $4,935+40.5% | $4,662+48.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,484 | $15,053+122.4% | $13,006+157.4% | $13,400+149.9% |