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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 | $103,743 | $160,070-35.2% | $147,117-29.5% | $145,897-28.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 33.35% | 98.69%-65.3pp | 420.54%-387.2pp | 552.29%-518.9pp |
| Employer contribution / active EE | $4,410 | $5,285-16.5% | $4,932-10.6% | $4,663-5.4% |
| Participant deferral / active EE | $13,841 | $8,419+64.4% | $8,065+71.6% | $6,689+106.9% |
| Admin fee / account holder | $1,212 | $15,035-91.9% | $12,993-90.7% | $13,390-90.9% |