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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 | $86,199 | $159,934-46.1% | $147,005-41.4% | $145,959-40.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 152.74% | 98.24%+54.5pp | 418.76%-266.0pp | 561.95%-409.2pp |
| Employer contribution / active EE | $5,830 | $5,287+10.3% | $4,934+18.2% | $4,661+25.1% |
| Participant deferral / active EE | $17,315 | $8,427+105.5% | $8,070+114.6% | $6,689+158.9% |
| Admin fee / account holder | $382 | $15,053-97.5% | $13,006-97.1% | $13,398-97.1% |