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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 | $115,667 | $160,070-27.7% | $147,117-21.4% | $145,897-20.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 21.06% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $5,335 | $5,285+1.0% | $4,932+8.2% | $4,663+14.4% |
| Participant deferral / active EE | $14,886 | $8,419+76.8% | $8,065+84.6% | $6,689+122.5% |
| Admin fee / account holder | $16,957 | $15,035+12.8% | $12,993+30.5% | $13,390+26.6% |