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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 | $82,394 | $166,242-50.4% | $165,071-50.1% | $145,884-43.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.31% | 100.44%-84.1pp | 70.17%-53.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $8,909 | $5,283+68.6% | $4,347+104.9% | $4,662+91.1% |
| Participant deferral / active EE | $4,979 | $6,964-28.5% | $6,035-17.5% | $6,690-25.6% |
| Admin fee / account holder | $1,121 | $16,658-93.3% | $12,695-91.2% | $13,392-91.6% |