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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 | $116,341 | $183,978-36.8% | $162,171-28.3% | $152,885-23.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 20.64% | 150.78%-130.1pp | 115.60%-95.0pp | 345.39%-324.8pp |
| Employer contribution / active EE | $2,998 | $6,370-52.9% | $5,613-46.6% | $4,763-37.1% |
| Participant deferral / active EE | $6,904 | $8,033-14.0% | $7,297-5.4% | $5,851+18.0% |
| Admin fee / account holder | $486 | $13,122-96.3% | $10,843-95.5% | $11,598-95.8% |