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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 | $160,028-62.1% | $147,080-58.7% | $145,884-58.4% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.14% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,127 | $5,286-40.8% | $4,933-36.6% | $4,662-32.9% |
| Participant deferral / active EE | $6,656 | $8,422-21.0% | $8,066-17.5% | $6,690-0.5% |
| Admin fee / account holder | $9,420 | $15,030-37.3% | $12,989-27.5% | $13,392-29.7% |