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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 | $160,028-57.8% | $147,080-54.0% | $145,884-53.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.16% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,497 | $5,286+4.0% | $4,933+11.4% | $4,662+17.9% |
| Participant deferral / active EE | $5,910 | $8,422-29.8% | $8,066-26.7% | $6,690-11.7% |
| Admin fee / account holder | $52,563 | $15,030+249.7% | $12,989+304.7% | $13,392+292.5% |