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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 | $106,480 | $159,978-33.4% | $147,041-27.6% | $145,978-27.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.04% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,660 | $5,288-30.8% | $4,935-25.8% | $4,662-21.5% |
| Participant deferral / active EE | $10,767 | $8,429+27.7% | $8,071+33.4% | $6,690+60.9% |
| Admin fee / account holder | $2,435 | $15,053-83.8% | $13,006-81.3% | $13,400-81.8% |