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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 | $60,113 | $160,028-62.4% | $147,080-59.1% | $145,884-58.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.62% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $4,748 | $5,286-10.2% | $4,933-3.8% | $4,662+1.8% |
| Participant deferral / active EE | $11,855 | $8,422+40.8% | $8,066+47.0% | $6,690+77.2% |
| Admin fee / account holder | $19,887 | $15,030+32.3% | $12,989+53.1% | $13,392+48.5% |