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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 | $68,313 | $175,259-61.0% | $149,723-54.4% | $139,487-51.0% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 12.53% | 166.82%-154.3pp | 134.50%-122.0pp | 373.84%-361.3pp |
| Employer contribution / active EE | $3,803 | $5,478-30.6% | $4,821-21.1% | $4,755-20.0% |
| Participant deferral / active EE | $5,150 | $6,522-21.0% | $5,682-9.4% | $6,713-23.3% |
| Admin fee / account holder | $503 | $16,158-96.9% | $13,215-96.2% | $11,407-95.6% |