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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 | $68,779 | $160,070-57.0% | $147,117-53.2% | $145,897-52.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 26.14% | 98.69%-72.6pp | 420.54%-394.4pp | 552.29%-526.2pp |
| Employer contribution / active EE | $17,683 | $5,285+234.6% | $4,932+258.5% | $4,663+279.2% |
| Participant deferral / active EE | $17,030 | $8,419+102.3% | $8,065+111.2% | $6,689+154.6% |
| Admin fee / account holder | $1,165 | $15,035-92.2% | $12,993-91.0% | $13,390-91.3% |