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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 | $70,870 | $160,070-55.7% | $147,117-51.8% | $145,897-51.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.33% | 98.69%-79.4pp | 420.54%-401.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,765 | $5,285-28.7% | $4,932-23.7% | $4,663-19.2% |
| Participant deferral / active EE | $10,607 | $8,419+26.0% | $8,065+31.5% | $6,689+58.6% |
| Admin fee / account holder | $1,588 | $15,035-89.4% | $12,993-87.8% | $13,390-88.1% |