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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 | $93,705 | $159,978-41.4% | $147,041-36.3% | $145,978-35.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 24.66% | 98.36%-73.7pp | 419.21%-394.6pp | 550.52%-525.9pp |
| Employer contribution / active EE | $24,472 | $5,288+362.8% | $4,935+395.9% | $4,662+424.9% |
| Participant deferral / active EE | $10,357 | $8,429+22.9% | $8,071+28.3% | $6,690+54.8% |
| Admin fee / account holder | $30,315 | $15,053+101.4% | $13,006+133.1% | $13,400+126.2% |