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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 | $119,859 | $183,516-34.7% | $155,534-22.9% | $145,884-17.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 20.43% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $10,400 | $5,315+95.7% | $4,675+122.5% | $4,662+123.1% |
| Participant deferral / active EE | $11,084 | $6,467+71.4% | $5,630+96.9% | $6,690+65.7% |
| Admin fee / account holder | $854 | $19,293-95.6% | $15,900-94.6% | $13,392-93.6% |