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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 | $160,040-57.8% | $147,096-54.0% | $145,877-53.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.16% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $5,497 | $5,289+3.9% | $4,936+11.4% | $4,663+17.9% |
| Participant deferral / active EE | $5,910 | $8,429-29.9% | $8,071-26.8% | $6,691-11.7% |
| Admin fee / account holder | $52,563 | $15,050+249.3% | $13,005+304.2% | $13,402+292.2% |