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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 | $84,574 | $176,077-52.0% | $159,455-47.0% | $167,518-49.5% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 14.83% | 331.83%-317.0pp | 263.63%-248.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $2,311 | $5,298-56.4% | $4,830-52.2% | $4,838-52.2% |
| Participant deferral / active EE | $7,398 | $7,751-4.5% | $7,353+0.6% | $6,342+16.7% |
| Admin fee / account holder | $4,665 | $12,556-62.8% | $10,800-56.8% | $12,312-62.1% |