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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 | $160,070-48.5% | $147,117-44.0% | $145,897-43.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.49% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $5,307 | $5,285+0.4% | $4,932+7.6% | $4,663+13.8% |
| Participant deferral / active EE | $9,952 | $8,419+18.2% | $8,065+23.4% | $6,689+48.8% |
| Admin fee / account holder | $204,714 | $15,035+1261.6% | $12,993+1475.6% | $13,390+1428.8% |