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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 | $138,437 | $159,934-13.4% | $147,005-5.8% | $145,959-5.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.04% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $8,333 | $5,287+57.6% | $4,934+68.9% | $4,661+78.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,875 | $15,053+38.7% | $13,006+60.5% | $13,398+55.8% |