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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 | $60,698 | $160,070-62.1% | $147,117-58.7% | $145,897-58.4% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 12.14% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,127 | $5,285-40.8% | $4,932-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $6,656 | $8,419-20.9% | $8,065-17.5% | $6,689-0.5% |
| Admin fee / account holder | $9,420 | $15,035-37.3% | $12,993-27.5% | $13,390-29.6% |