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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 | $159,978-48.5% | $147,041-44.0% | $145,978-43.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.49% | 98.36%-82.9pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $5,307 | $5,288+0.4% | $4,935+7.5% | $4,662+13.8% |
| Participant deferral / active EE | $9,952 | $8,429+18.1% | $8,071+23.3% | $6,690+48.8% |
| Admin fee / account holder | $204,714 | $15,053+1259.9% | $13,006+1474.0% | $13,400+1427.7% |