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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 | $50,944 | $160,070-68.2% | $147,117-65.4% | $145,897-65.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 12.17% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,231 | $5,285-76.7% | $4,932-75.0% | $4,663-73.6% |
| Participant deferral / active EE | $3,213 | $8,419-61.8% | $8,065-60.2% | $6,689-52.0% |
| Admin fee / account holder | $463 | $15,035-96.9% | $12,993-96.4% | $13,390-96.5% |