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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 | $90,556 | $159,978-43.4% | $147,041-38.4% | $145,978-38.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 14.88% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $11,127 | $5,288+110.4% | $4,935+125.5% | $4,662+138.7% |
| Participant deferral / active EE | $35,651 | $8,429+323.0% | $8,071+341.7% | $6,690+432.9% |
| Admin fee / account holder | $43,329 | $15,053+187.8% | $13,006+233.1% | $13,400+223.3% |