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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 | $159,978-20.9% | $147,041-13.9% | $145,978-13.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.32% | 98.36%-82.0pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $7,866 | $5,288+48.7% | $4,935+59.4% | $4,662+68.7% |
| Participant deferral / active EE | $17,034 | $8,429+102.1% | $8,071+111.1% | $6,690+154.6% |
| Admin fee / account holder | $6,713 | $15,053-55.4% | $13,006-48.4% | $13,400-49.9% |