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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 | $84,163 | $159,978-47.4% | $147,041-42.8% | $145,978-42.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.84% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $4,311 | $5,288-18.5% | $4,935-12.6% | $4,662-7.5% |
| Participant deferral / active EE | $10,157 | $8,429+20.5% | $8,071+25.8% | $6,690+51.8% |
| Admin fee / account holder | $526 | $15,053-96.5% | $13,006-96.0% | $13,400-96.1% |