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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 | $64,488 | $160,070-59.7% | $147,117-56.2% | $145,897-55.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.90% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,240 | $5,285-38.7% | $4,932-34.3% | $4,663-30.5% |
| Participant deferral / active EE | $7,226 | $8,419-14.2% | $8,065-10.4% | $6,689+8.0% |
| Admin fee / account holder | $13,854 | $15,035-7.9% | $12,993+6.6% | $13,390+3.5% |