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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 | $68,270 | $176,120-61.2% | $159,487-57.2% | $167,553-59.3% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 16.69% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $4,395 | $5,299-17.1% | $4,831-9.0% | $4,840-9.2% |
| Participant deferral / active EE | $7,480 | $7,752-3.5% | $7,354+1.7% | $6,343+17.9% |
| Admin fee / account holder | $619 | $12,561-95.1% | $10,804-94.3% | $12,316-95.0% |