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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 | $120,146 | $159,978-24.9% | $147,041-18.3% | $145,978-17.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.86% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $3,775 | $5,288-28.6% | $4,935-23.5% | $4,662-19.0% |
| Participant deferral / active EE | $10,189 | $8,429+20.9% | $8,071+26.2% | $6,690+52.3% |
| Admin fee / account holder | $462 | $15,053-96.9% | $13,006-96.4% | $13,400-96.6% |