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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 | $130,233 | $160,070-18.6% | $147,117-11.5% | $145,897-10.7% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 14.75% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $18,193 | $5,285+244.3% | $4,932+268.8% | $4,663+290.2% |
| Participant deferral / active EE | $30,120 | $8,419+257.7% | $8,065+273.5% | $6,689+350.3% |
| Admin fee / account holder | $53,978 | $15,035+259.0% | $12,993+315.4% | $13,390+303.1% |