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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 | $126,570 | $160,070-20.9% | $147,117-14.0% | $145,897-13.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.32% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $7,866 | $5,285+48.8% | $4,932+59.5% | $4,663+68.7% |
| Participant deferral / active EE | $17,034 | $8,419+102.3% | $8,065+111.2% | $6,689+154.6% |
| Admin fee / account holder | $6,713 | $15,035-55.4% | $12,993-48.3% | $13,390-49.9% |