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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 | $83,004 | $160,070-48.1% | $147,117-43.6% | $145,897-43.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.77% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $5,807 | $5,285+9.9% | $4,932+17.7% | $4,663+24.5% |
| Participant deferral / active EE | $8,869 | $8,419+5.3% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $3,624 | $15,035-75.9% | $12,993-72.1% | $13,390-72.9% |