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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 | $65,247 | $198,457-67.1% | $170,435-61.7% | $147,586-55.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.56% | 257.30%-239.7pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $4,844 | $6,183-21.7% | $5,432-10.8% | $4,876-0.7% |
| Participant deferral / active EE | $11,600 | $5,629+106.1% | $4,939+134.9% | $5,439+113.3% |
| Admin fee / account holder | $10,834 | $16,852-35.7% | $13,881-22.0% | $10,886-0.5% |