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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 | $115,930 | $159,934-27.5% | $147,005-21.1% | $145,959-20.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 14.37% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,317 | $5,287-75.1% | $4,934-73.3% | $4,661-71.8% |
| Participant deferral / active EE | $10,790 | $8,427+28.0% | $8,070+33.7% | $6,689+61.3% |
| Admin fee / account holder | $21,067 | $15,053+39.9% | $13,006+62.0% | $13,398+57.2% |