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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 | $43,157 | $159,978-73.0% | $147,041-70.6% | $145,978-70.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.14% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $6,566 | $5,288+24.2% | $4,935+33.1% | $4,662+40.9% |
| Participant deferral / active EE | $17,576 | $8,429+108.5% | $8,071+117.8% | $6,690+162.7% |
| Admin fee / account holder | $4,881 | $15,053-67.6% | $13,006-62.5% | $13,400-63.6% |