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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 | $126,756 | $160,070-20.8% | $147,117-13.8% | $145,897-13.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.15% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,571 | $5,285-13.5% | $4,932-7.3% | $4,663-2.0% |
| Participant deferral / active EE | $10,151 | $8,419+20.6% | $8,065+25.9% | $6,689+51.7% |
| Admin fee / account holder | $32,183 | $15,035+114.1% | $12,993+147.7% | $13,390+140.3% |