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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 | $160,028-18.6% | $147,080-11.5% | $145,884-10.7% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 14.75% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $18,193 | $5,286+244.2% | $4,933+268.8% | $4,662+290.2% |
| Participant deferral / active EE | $30,120 | $8,422+257.6% | $8,066+273.4% | $6,690+350.3% |
| Admin fee / account holder | $53,978 | $15,030+259.1% | $12,989+315.6% | $13,392+303.1% |