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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 | $45,217 | $160,070-71.8% | $147,117-69.3% | $145,897-69.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.63% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,506 | $5,285-33.7% | $4,932-28.9% | $4,663-24.8% |
| Participant deferral / active EE | $6,034 | $8,419-28.3% | $8,065-25.2% | $6,689-9.8% |
| Admin fee / account holder | $6,818 | $15,035-54.7% | $12,993-47.5% | $13,390-49.1% |