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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 | $77,317 | $160,070-51.7% | $147,117-47.4% | $145,897-47.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.31% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,469 | $5,285-15.4% | $4,932-9.4% | $4,663-4.1% |
| Participant deferral / active EE | $10,468 | $8,419+24.3% | $8,065+29.8% | $6,689+56.5% |
| Admin fee / account holder | $1,927 | $15,035-87.2% | $12,993-85.2% | $13,390-85.6% |