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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 | $159,978-35.2% | $147,041-29.4% | $145,978-28.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 33.35% | 98.36%-65.0pp | 419.21%-385.9pp | 550.52%-517.2pp |
| Employer contribution / active EE | $4,410 | $5,288-16.6% | $4,935-10.6% | $4,662-5.4% |
| Participant deferral / active EE | $13,841 | $8,429+64.2% | $8,071+71.5% | $6,690+106.9% |
| Admin fee / account holder | $1,212 | $15,053-91.9% | $13,006-90.7% | $13,400-91.0% |