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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 | $67,602 | $159,934-57.7% | $147,005-54.0% | $145,959-53.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.16% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,497 | $5,287+4.0% | $4,934+11.4% | $4,661+17.9% |
| Participant deferral / active EE | $5,910 | $8,427-29.9% | $8,070-26.8% | $6,689-11.6% |
| Admin fee / account holder | $52,563 | $15,053+249.2% | $13,006+304.1% | $13,398+292.3% |