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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 | $159,934-34.4% | $147,005-28.6% | $145,959-28.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 14.93% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,262 | $5,287-38.3% | $4,934-33.9% | $4,661-30.0% |
| Participant deferral / active EE | $4,801 | $8,427-43.0% | $8,070-40.5% | $6,689-28.2% |
| Admin fee / account holder | $23,484 | $15,053+56.0% | $13,006+80.6% | $13,398+75.3% |