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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 | $96,799 | $159,934-39.5% | $147,005-34.2% | $145,959-33.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.02% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $7,862 | $5,287+48.7% | $4,934+59.3% | $4,661+68.7% |
| Participant deferral / active EE | $9,576 | $8,427+13.6% | $8,070+18.7% | $6,689+43.2% |
| Admin fee / account holder | $21,161 | $15,053+40.6% | $13,006+62.7% | $13,398+57.9% |