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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 | $80,802 | $160,070-49.5% | $147,117-45.1% | $145,897-44.6% |
| Participation rate | 77.3% | 84.0%-6.8pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 14.97% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,506 | $5,285-52.6% | $4,932-49.2% | $4,663-46.2% |
| Participant deferral / active EE | $5,451 | $8,419-35.3% | $8,065-32.4% | $6,689-18.5% |
| Admin fee / account holder | $616 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |