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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 | $58,414 | $160,070-63.5% | $147,117-60.3% | $145,897-60.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.27% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,862 | $5,285-64.8% | $4,932-62.3% | $4,663-60.1% |
| Participant deferral / active EE | $4,452 | $8,419-47.1% | $8,065-44.8% | $6,689-33.4% |
| Admin fee / account holder | $4,052 | $15,035-73.1% | $12,993-68.8% | $13,390-69.7% |