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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 | $60,743 | $160,028-62.0% | $147,080-58.7% | $145,884-58.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.36% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $8,441 | $5,286+59.7% | $4,933+71.1% | $4,662+81.0% |
| Participant deferral / active EE | $12,661 | $8,422+50.3% | $8,066+57.0% | $6,690+89.3% |
| Admin fee / account holder | $2,438 | $15,030-83.8% | $12,989-81.2% | $13,392-81.8% |