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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 | $50,382 | $160,070-68.5% | $147,117-65.8% | $145,897-65.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.55% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,975 | $5,285-24.8% | $4,932-19.4% | $4,663-14.7% |
| Participant deferral / active EE | $5,041 | $8,419-40.1% | $8,065-37.5% | $6,689-24.6% |
| Admin fee / account holder | $8,734 | $15,035-41.9% | $12,993-32.8% | $13,390-34.8% |