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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 | $82,366 | $160,040-48.5% | $147,096-44.0% | $145,877-43.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,307 | $5,289+0.3% | $4,936+7.5% | $4,663+13.8% |
| Participant deferral / active EE | $9,952 | $8,429+18.1% | $8,071+23.3% | $6,691+48.8% |
| Admin fee / account holder | $204,714 | $15,050+1260.2% | $13,005+1474.1% | $13,402+1427.5% |