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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 | $160,070-57.8% | $147,117-54.0% | $145,897-53.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 12.16% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $5,497 | $5,285+4.0% | $4,932+11.4% | $4,663+17.9% |
| Participant deferral / active EE | $5,910 | $8,419-29.8% | $8,065-26.7% | $6,689-11.7% |
| Admin fee / account holder | $52,563 | $15,035+249.6% | $12,993+304.6% | $13,390+292.5% |