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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 | $31,171 | $160,070-80.5% | $147,117-78.8% | $145,897-78.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.86% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $10,409 | $5,285+97.0% | $4,932+111.0% | $4,663+123.2% |
| Participant deferral / active EE | $10,351 | $8,419+22.9% | $8,065+28.3% | $6,689+54.7% |
| Admin fee / account holder | $90,164 | $15,035+499.7% | $12,993+594.0% | $13,390+573.3% |