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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 | $93,414 | $159,978-41.6% | $147,041-36.5% | $145,978-36.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 23.01% | 98.36%-75.4pp | 419.21%-396.2pp | 550.52%-527.5pp |
| Employer contribution / active EE | $4,397 | $5,288-16.9% | $4,935-10.9% | $4,662-5.7% |
| Participant deferral / active EE | $9,910 | $8,429+17.6% | $8,071+22.8% | $6,690+48.1% |
| Admin fee / account holder | $25,804 | $15,053+71.4% | $13,006+98.4% | $13,400+92.6% |