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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 | $69,687 | $160,070-56.5% | $147,117-52.6% | $145,897-52.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 11.26% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,520 | $5,285-33.4% | $4,932-28.6% | $4,663-24.5% |
| Participant deferral / active EE | $10,850 | $8,419+28.9% | $8,065+34.5% | $6,689+62.2% |
| Admin fee / account holder | $12,599 | $15,035-16.2% | $12,993-3.0% | $13,390-5.9% |