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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 | $122,353 | $160,028-23.5% | $147,080-16.8% | $145,884-16.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 17.79% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $4,662 | $5,286-11.8% | $4,933-5.5% | $4,6620% |
| Participant deferral / active EE | $12,685 | $8,422+50.6% | $8,066+57.3% | $6,690+89.6% |
| Admin fee / account holder | $368 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |