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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 | $54,267 | $160,070-66.1% | $147,117-63.1% | $145,897-62.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.91% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,408 | $5,285-54.4% | $4,932-51.2% | $4,663-48.4% |
| Participant deferral / active EE | $10,299 | $8,419+22.3% | $8,065+27.7% | $6,689+54.0% |
| Admin fee / account holder | $6,606 | $15,035-56.1% | $12,993-49.2% | $13,390-50.7% |