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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 | $160,028-13.5% | $147,080-5.9% | $145,884-5.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.04% | 98.60%-80.6pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $8,333 | $5,286+57.7% | $4,933+68.9% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20,875 | $15,030+38.9% | $12,989+60.7% | $13,392+55.9% |