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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 | $71,480 | $160,028-55.3% | $147,080-51.4% | $145,884-51.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 19.08% | 98.60%-79.5pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $5,782 | $5,286+9.4% | $4,933+17.2% | $4,662+24.0% |
| Participant deferral / active EE | $3,834 | $8,422-54.5% | $8,066-52.5% | $6,690-42.7% |
| Admin fee / account holder | $4,774 | $15,030-68.2% | $12,989-63.2% | $13,392-64.4% |