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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 | $118,189 | $160,070-26.2% | $147,117-19.7% | $145,897-19.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 25.33% | 98.69%-73.4pp | 420.54%-395.2pp | 552.29%-527.0pp |
| Employer contribution / active EE | $9,440 | $5,285+78.6% | $4,932+91.4% | $4,663+102.5% |
| Participant deferral / active EE | $5,345 | $8,419-36.5% | $8,065-33.7% | $6,689-20.1% |
| Admin fee / account holder | $363 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |