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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 | $143,995 | $160,070-10.0% | $147,117-2.1% | $145,897-1.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.68% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,247 | $5,285-0.7% | $4,932+6.4% | $4,663+12.5% |
| Participant deferral / active EE | $9,645 | $8,419+14.6% | $8,065+19.6% | $6,689+44.2% |
| Admin fee / account holder | $2,275 | $15,035-84.9% | $12,993-82.5% | $13,390-83.0% |