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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 | $33,347 | $160,070-79.2% | $147,117-77.3% | $145,897-77.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.69% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,877 | $5,285-45.5% | $4,932-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $6,237 | $8,419-25.9% | $8,065-22.7% | $6,689-6.8% |
| Admin fee / account holder | $1,163 | $15,035-92.3% | $12,993-91.0% | $13,390-91.3% |