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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 | $68,806 | $160,070-57.0% | $147,117-53.2% | $145,897-52.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 10.18% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $11,085 | $5,285+109.8% | $4,932+124.7% | $4,663+137.7% |
| Participant deferral / active EE | $5,545 | $8,419-34.1% | $8,065-31.2% | $6,689-17.1% |
| Admin fee / account holder | $1,409 | $15,035-90.6% | $12,993-89.2% | $13,390-89.5% |