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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 | $52,066 | $159,934-67.4% | $147,005-64.6% | $145,959-64.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.52% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,561 | $5,287-32.6% | $4,934-27.8% | $4,661-23.6% |
| Participant deferral / active EE | $7,691 | $8,427-8.7% | $8,070-4.7% | $6,689+15.0% |
| Admin fee / account holder | $1,343 | $15,053-91.1% | $13,006-89.7% | $13,398-90.0% |