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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 | $159,978-27.5% | $147,041-21.2% | $145,978-20.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 14.37% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,317 | $5,288-75.1% | $4,935-73.3% | $4,662-71.8% |
| Participant deferral / active EE | $10,790 | $8,429+28.0% | $8,071+33.7% | $6,690+61.3% |
| Admin fee / account holder | $21,067 | $15,053+39.9% | $13,006+62.0% | $13,400+57.2% |