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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 | $70,294 | $160,028-56.1% | $147,080-52.2% | $145,884-51.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 18.74% | 98.60%-79.9pp | 420.17%-401.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,368 | $5,286-55.2% | $4,933-52.0% | $4,662-49.2% |
| Participant deferral / active EE | $5,317 | $8,422-36.9% | $8,066-34.1% | $6,690-20.5% |
| Admin fee / account holder | $9,466 | $15,030-37.0% | $12,989-27.1% | $13,392-29.3% |