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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 | $70,192 | $159,934-56.1% | $147,005-52.3% | $145,959-51.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.41% | 98.24%-86.8pp | 418.76%-407.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,173 | $5,287-58.9% | $4,934-56.0% | $4,661-53.4% |
| Participant deferral / active EE | $4,495 | $8,427-46.7% | $8,070-44.3% | $6,689-32.8% |
| Admin fee / account holder | $488 | $15,053-96.8% | $13,006-96.2% | $13,398-96.4% |