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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 | $141,222 | $160,070-11.8% | $147,117-4.0% | $145,897-3.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.22% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,180 | $5,285-77.7% | $4,932-76.1% | $4,663-74.7% |
| Participant deferral / active EE | $10,330 | $8,419+22.7% | $8,065+28.1% | $6,689+54.4% |
| Admin fee / account holder | $12,332 | $15,035-18.0% | $12,993-5.1% | $13,390-7.9% |