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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 | $45,778 | $159,978-71.4% | $147,041-68.9% | $145,978-68.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.49% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,214 | $5,288-39.2% | $4,935-34.9% | $4,662-31.1% |
| Participant deferral / active EE | $5,740 | $8,429-31.9% | $8,071-28.9% | $6,690-14.2% |
| Admin fee / account holder | $4,992 | $15,053-66.8% | $13,006-61.6% | $13,400-62.7% |