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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 | $104,981 | $160,070-34.4% | $147,117-28.6% | $145,897-28.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 14.93% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,262 | $5,285-38.3% | $4,932-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $4,801 | $8,419-43.0% | $8,065-40.5% | $6,689-28.2% |
| Admin fee / account holder | $23,484 | $15,035+56.2% | $12,993+80.7% | $13,390+75.4% |